State Street · 3 hours ago
Investor Services, Officer
Quincy, MA
Full-time
Onsite
Mid, Senior Level
$70K/yr - $108K/yr
4+ years expState Street is a global leader in institutional investing, committed to helping clients manage risk and drive performance. The Investor Services Officer will oversee the client service team, manage client relationships, and ensure compliance with policies and procedures while continuously seeking process improvements.
BankingFinanceFinancial Services
Responsibilities
Responsible for the final sign off on internal (e.g. NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures Including taking full ownership on daily, cash and trade reconciliations
Oversight of the Investor Services team, managing key priorities on a daily basis, planning teamwork, managing team resources including recruitment of new staff
Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction
Act as a point of contact for client escalation
Develop and implement key improvements on process, procedures and new policy changes into the department
Work with internal development on system enhancements to improve efficiency and productivity within the team
Promote a risk awareness culture within the team to drive the zero-error policy
Proactively identify gaps in internal key controls and work with wider IS manager/director group to close gaps
Responsible for the effective management of the team and all associated HR Policies, performance and career developments
Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training
Qualification
Preferred
Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience
4 -6 years Fund Administration experience with at least 2 years people management experience
Proficient in Microsoft Office applications in particular Excel
Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure
Experience in Client Relationship Management is essential for this role
Good working knowledge of AML and regulations impacting the industry
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
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant 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
legacy.thefly.com
2026-01-22
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