Operations Client Service, Senior Associate
Content + Source + Freshness • 13 Dec 2025 • 95% confidence
Offer value
Moderate value role emphasizing client service in a team setting with financial services experience required.
- Role focused on client service in financial settings
- Opportunity for working in a structured team environment
- Engagement with various financial products and processes
- Requires finance knowledge and client management skills
Pros
- Engagement in client service management
- Stable team environment with a strong support system
- Opportunities for professional growth in financial services
Cons
- Requires specific experience in financial services
- Potentially limited career advancement opportunities
- May involve high workload with multiple client demands
Who it's for
Mid-level • On-site
Good fit
- Experienced professionals in financial services
- Individuals comfortable in client-facing roles
- Candidates aiming for growth in finance
Not recommended for
- New entrants into the finance sector
- Those preferring minimal client interaction
- Candidates looking for non-financial services roles
Motivation fit
Key skills
About the job
Who we are looking for
Client Service Senior Associate with experience in relationship management, strong verbal and written communication skills, and must possess leadership and problem-solving skills. Minimum of 1-3 years of related experience, preferably in insurance financial services industry, BS/BA degree required. Knowledge of double-entry accounting, including ledger preparation/review/controls is a requirement. Position is located in our Kansas City, MO office and will be part of a 8–10 person team supporting approximately 15 clients.
Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As Client Service Senior Associate, you will
Accountable to the client for all service deliverables versus contracts, SLAs, KPIs
Ownership of all client escalations, issues and incidents to resolution
Responsible for ongoing review of op model effectiveness and driving required changes
Implements review meeting structure and leads service remediation meetings
Collaborates closely with Service Delivery and Accounting to drive accountability for delivery improvements to client
Closely interacts with Product, Business Onboarding teams and Global Delivery
Coordinates / manages new services, products, funds, market openings, client corporate activity, fund restructures closures etc.
Leads client through change activity related to operating model enhancements
Supports CS Lead in all activities and deliverables to client
Daily/weekly/monthly service monitoring, production of client-specific MI & trends
Initiatives and project tracking
Maintains client documentation tracker and action plan
Production of client meeting material and performance reporting
What we value
These skills will help you succeed in this role
Bachelor’s degree in finance, business or equivalent. Advanced degree preferred (CPA, MBA or MST).
At least two years of experience, preferably in a financial services organization, much of which must have been in a management or supervisory capacity preferred.
Demonstrated leadership and decision-making abilities.
knowledge of all products services and processes.
Working knowledge of financial securities markets, language and products as well as legal and regulatory requirements.
Excellent communications, organization, interpersonal planning, and analytical skills.
Proven ability to motivate and develop employees.
Ability to effectively bring individuals from multiple areas together to resolve identified issues.
Computer proficient including working knowledge of desktop software applications.
Strong problem resolution and analytical skills. Ability to provide technical expertise.
Salary Range:
$47,840 - $80,600 AnnualThe 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.
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.
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