State Street · 6 days ago
Sales and Service Client Services, AVP
Princeton, NJ
Full-time
Onsite
Mid Level
$70K/yr - $130K/yr
3+ years expState Street is one of the largest custodian banks and asset managers in the world, and they are seeking a self-starter to join their client services team. The role involves providing outstanding support to self-service accounting clients in the Insurance Segment and collaborating with development teams to resolve software defects.
BankingFinanceFinancial Services
Responsibilities
Understand client objectives and respond to questions on business functionality and processes
Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution
Be the voice of the client, advocate on their behalf for both defect resolution and enhancement requests
Ensure frequent touchpoints with the clients to promote a productive, professional relationship while proactively assessing, clarifying and validating customer needs
Learn and continuously expand your knowledge of the PAM for Investments software
Qualification
Required
Bachelor's degree in accounting or finance
3-5 years Investment accounting experience
Preferred
Knowledge of investment accounting, preferably in the Insurance industry
PAM for Investments experience preferred but not required
Client Service experience preferred
Experience with PAM for Investments or other accounting software preferred
Benefits
Generous medical care
Insurance and savings plans
Flexible Work Programs
Development programs and educational support
Paid volunteer days
Matching gift programs
Access to employee networks
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
Business Recorder
2026-01-17
Morningstar.com
2026-01-17
Company data provided by crunchbase