Operations Client Service, Associate
Listed on 2026-09-07
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Finance & Banking
Financial Compliance, Financial Analyst, Banking Operations
Who We Are Looking For
The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery, is seeking a motivated, detail-oriented professional to support the opening and ongoing maintenance of customer custody accounts. This role is well suited for an early-career individual who thrives in a structured, process-driven environment and values teamwork, accuracy, and client service.
Why This Role Is Important to UsThe team you will be joining is part of State Street Global Delivery (SSGD), which provides asset owners and managers access to essential financial tools that support effective investment solutions.
From core custody and fund administration to alternative asset servicing, Global Delivery plays a critical role in supporting our clients’ ability to operate and grow in global markets.
This role directly supports timely account readiness, regulatory compliance, and reliable client outcomes.
What You Will Be Responsible For- Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts
- Prepare, review, and process foreign market account openings and amendments in accordance with established procedures
- Partner with internal teams, clients, and sub‑custodians to ensure accounts are accurately established and ready for trading
- Support ongoing market maintenance activities, including periodic market renewals
- Monitor and maintain reporting related to assigned clients and markets
- Escalate issues and potential risks to management in a timely manner
- Assist management in achieving project milestones and meeting delivery timelines
- Work with clients to ensure required proxy and corporate event documentation is on file
- Strong attention to detail and organizational skills
- Ability to work effectively in a fast-paced, evolving environment
- Clear and professional communication skills, with comfort participating in calls with internal and external stakeholders
- A collaborative mindset and commitment to working as part of a client service team
- Ability to manage multiple tasks and priorities
Preferred Qualifications
- Bachelor’s degree required
- 2+ years of relevant experience in financial services or operations
- Custody or onboarding experience preferred but not required
We believe diverse perspectives, experiences, and backgrounds strengthen our teams. While each role outlines key requirements, we encourage candidates who demonstrate curiosity, adaptability, and a desire to learn to apply—even if not every qualification is met.
About State StreetWhat We Do
State Street is one of the world’s largest custodian banks, asset managers, and asset‑intelligence companies. For more than 200 years, we’ve helped clients safeguard and steward assets through innovative service, data & analytics, trading, and investment management solutions.
Work, Live, and GrowWe strive to create a supportive and inclusive workplace with competitive benefits, flexible work arrangements, and development programs designed to help employees grow and succeed.
Inclusion, Diversity & Social ResponsibilityWe value the diverse backgrounds and perspectives of our employees and are committed to fostering an inclusive environment where everyone can thrive. State Street is an equal opportunity and affirmative action employer.
Learn more at
Salary Range: $41,600 - $60,320 Annual
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)
- eligibility for certain tax advantaged savings plans
For a full overview, visit
About State Street
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