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$60k–$101k/yr
Full-time
bachelor degree
Retirement savings plan, 401k, Life insurance, Medical insurance, Dental insurance, Vision insurance
Posted 11d ago
Apply by Aug 21
~40 hrs/week
Responsibilities
The Client Service Officer manages daily operations and maintains direct relationships with clients, including overseeing accounting and administration for investment funds. They are responsible for onboarding accounts, coordinating reporting, and managing internal projects while ensuring accurate service delivery.
Requirements
Candidates must have a bachelor's degree and 5-7 years of experience in the financial services industry. Strong proficiency in accounting, custody knowledge, and technical skills like Excel are required for success in this role.
Full job description
Who we are looking for
We’re looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it’s important that the candidate is well-organized, skilled at multitasking, and comfortable working independently.
Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds. The ideal candidate should be able to balance multiple priorities while delivering exceptional service and maintaining accuracy in their work..
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
As Client Service Officer you will
Manage client relationships with both client personnel and client service providers
Review and/or preparation of various client related correspondence
Onboarding and offboarding of client accounts.
Manage internal and client initiatives and projects
Assist in preparing client KPI’s and co-ordinate accurate reporting
Heavy client interaction on a daily basis
Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
Special client projects
Manage internal workflow and client deadlines
What we value
These skills will help you succeed in this role
Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs.
Strong critical thinking, problem solving, and decision making skills
Good organizational skills and multitasking abilities
Education & Preferred Qualifications
Bachelor’s degree required
5-7 years of experience in financial services
MCH and Excel knowledge
Salary Range:
$60,000 - $101,250 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.
Across 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.
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.
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
How much do Management & Leadership jobs in Massachusetts pay?
Based on 10518 listings with disclosed salaries, most management & leadership jobs in Massachusetts pay between $80k–$214k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Massachusetts right now?
There are currently 17,149 open management & leadership positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Massachusetts?
Companies currently hiring include Domino's, MassDEP, CVS Health, State Street, Mass General Brigham, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Massachusetts?
Yes — 5600 of the 17149 open management & leadership positions offer remote or hybrid work (1310 remote, 4290 hybrid).
How do I apply for Management & Leadership jobs in Massachusetts?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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