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State Street Corporation.

Client Services Rep,Assc2

State Street Corporation. - Quincy, MA

Client Services Rep,Assc2




*Job Description

As a member of our IMS Collateral Management onboarding and support team, you will coordinate with teammates to onboard new clients and maintain/update system data for existing clients. We also strive to become technological and subject matter experts in order to help the teams we support provide a high level of service to our clients. Finally, we often work on projects either in a project management or key contributor capacity focused on driving positive change to our operating model.

*Job Duties and Responsibilities

Receive and complete requests from Operations team to update existing client data/parameters across systems.

Complete assigned tasks in the new client setup process, namely gathering and organizing data, and loading it into operations systems.

Go above and beyond to ensure the highest level of client satisfaction during the onboarding process and thereafter.

Develop full understanding of onboarding process and gain comfort communicating with external clients, brokers, and internal groups as needed.

Learn all relevant systems and understand how they work together in the Collateral Management process. (CMW,GRS,GTM,Instruct,myStateStreet)

Help refine existing and document new procedures to be used as reference/training material.

Think creatively and critically to offer up ideas focused on process improvement.

Complete all tasks while adhering to existing controls and identify potential risks or compliance issues to escalate to management.

Work with peers in our Collateral Management operations group to understand their process and expand your big picture knowledge of our Collateral Management offering.


Bachelor’s degree with focus in Finance or related field preferred; 1-2 years of relevant experience preferred.

Strong Microsoft Excel knowledge including advanced formulas. Knowledge of, or interest in, VBA a plus.

Positive team player attitude, comfortable working with others to achieve team goals.

High attention to detail and strong organization.

Ability to stay on task and motivated working independently when needed.

Excellent written and verbal communication skills.

Excellent problem solving and critical thinking skills.

Posted Today

Full time


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16 days 19 hours ago

State Street Corporation.


Client Services Rep,Assc2 State Street Corporation. - Quincy, MA, United States


Location: Quincy, MA

Company Profile:
State Street is a leading financial services provider serving some of the world’s most sophisticated institutions. We offer a flexible suite of services that spans the investment spectrum, including investment management, research and trading, and investment servicing.