Operations Client Service, AVP jobs in United States
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State Street · 3 days ago

Operations Client Service, AVP

State Street is one of the largest custodian banks and asset managers in the world, providing investment servicing and management to institutional clients. The Client Service Assistant Vice President serves as the key contact for asset manager clients, ensuring positive engagement through daily account servicing, issue resolution, and compliance processes.

BankingFinanceFinancial Services

Responsibilities

Daily servicing of the account, SLA requirements etc
New services and/or changes to service and associated billing adjustments
Escalation of service Issues and/or performance concerns
Coordinating Standard KPI and Service Level Meetings
Acting as the client’s sponsor when working with internal State Street teams
Query resolution
Periodic compliance processes including Year End co-ordination, AML reviews, FTOP reviews etc

Qualification

Client servicingKPI coordinationCompliance processesQuery resolutionPositive engagement

Required

Client facing role experience
Experience in daily servicing of accounts
Knowledge of SLA requirements
Ability to manage new services and/or changes to service and associated billing adjustments
Experience in escalation of service issues and/or performance concerns
Ability to coordinate Standard KPI and Service Level Meetings
Experience acting as a client sponsor when working with internal teams
Strong query resolution skills
Experience with periodic compliance processes including Year End coordination, AML reviews, FTOP reviews

Benefits

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
Paid volunteer days
Matching gift programs
Access to employee networks that help you stay connected to what matters to you

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase