Sales and Service Client Services, Officer
Listed on 2026-07-06
-
Business
Client Relationship Manager
Who we are looking for
Candidate must have a good accounting knowledge of alternative investments. We are looking for someone that can interact at various levels of management at very large clients where they are able to communicate answers back to their questions. We are looking for a candidate that is organized and multitask and be able to think independently. The individual would be responsible for maintaining direct client relationships.
Job DescriptionWho we are looking for:
Candidate must have a good accounting knowledge of alternative investments. We are looking for someone that can interact at various levels of management at very large clients where they are able to communicate answers back to their questions. We are looking for a candidate that is organized and multitask and be able to think independently. The individual would be responsible for maintaining direct client relationships.
this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable.
You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What You Will Be Responsible For- Manage client relationships with both client personnel
- Review and/or preparation of various client related correspondence
- Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations
- Heavy client interaction on a daily basis
- Maintain working relationship with all client contacts, including investment professionals, auditors, lawyers and banking personnel
- Legal documents
- Special client projects
- Manage internal workflow and client deadlines
These skills will help you succeed in this role
- Strong critical thinking, problem solving, and decision making skills
- Good organizational skills
- Good communication skills
Preferred Qualifications
- 3-5 Years of Accounting experience
- 5-7 Years of Managing a team
- MCH and Excel knowledge
$65,000 - $113,750 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans);
and, eligibility for certain tax advantaged savings plans.
For a full overview, visit
About State StreetAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job : R-793263
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).