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Join State Street as a Client Service Officer in Boston, driving Repo, Agency Lending, and Prime Brokerage solutions.
Drive client satisfaction, optimize revenue, and build dashboards in a fast‑paced front office environment.
Markets Financing Solutions – Client Service, Officer - State Street Investment Management
Description: We are looking for a motivated individual to join our client service team looking after our Repo, Agency Lending and Prime Brokerage businesses. State Street’s presence in securities lending is long-standing. In that time, we have built a long and enviable list of clients, spanning the very top tier of asset owners, pension funds, insurance companies, sovereign entities, and alternative clients. This will be an opportunity to join a new group within Markets Financing Solutions – Client Service. This individual will have a role to support our clients’ daily servicing needs in the financing products. As such, ensuring that our client-facing organization is operating smoothly and delivering for our clients is of paramount importance.
Why this role is important to us
The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to the SSM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
What you will be responsible for
As Financing Solutions Client Service Representative, you will:
Perform all necessary tasks to support client activity in Repo, Agency Lending and Prime Brokerage
Support the relationship managers and sales teams within Financing Solutions to create a seamless servicing model, including creation of presentations, improve reporting, and manage daily client activities
Work with key internal stakeholders to grow our existing relationships, optimize revenue and improve client satisfaction
Interact with clients to manage queries and escape issues professionally and in a timely manner
Coordinate across Asset Services and other State Street divisions to support execution of strategic RFPs and pricing decisions, including driving change to improve these processes
Understand securities lending market dynamics, anticipate any potential client impact, engage with and manage clients accordingly.
What we value
These skills will help you succeed in this role:
Knowledge of Repo, Agency Lending, and Prime Brokerage.
Experience working with sales and operations teams to optimize revenue and client satisfaction
Strong critical thinking, problem-solving, and decision-making skills.
Knowledge of short-term investment and financing markets.
Highly analytical who can innovate solutions and processes
Ability to manage multiple tasks simultaneously in a fast – paced, front office environment
Ability to build dashboards using large datasets to identify themes, present talking points to clients, and optimise daily activities will be a distinct advantage.
Additional requirements
Clear and effective communication is essential – excellent speaking and writing skills are a must
Ability of foster strong internal and external relationships
Highly organized and strong analytical capability
Strong sense of client ownership and responsibility
Ability to drive growth
Proficiency in Microsoft office, specifically Excel
Salary Range
$120,000 - $120,000 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.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
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.
Equal Opportunity Employer
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.
Discover more information on jobs at StateStreet.com/careers
Discover more information on jobs at StateStreet.com/careers
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Job Application Disclosure
Job Application Disclosure: 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.