Job Openings

Client Services Associate

Job ID: BH491143

Category: Recent Graduate, Data Entry, Client Service, Customer Service

Specialty: Accounting & Finance

Client Services Associate
1-yr contract, conversion possible

Location: North Quincy, MA (hybrid)

Hours: M-F; 8am-5pm
Industry: Financial Services/Banking
Size: 16,000+
Interview Process: Zoom video call (2 rounds – 1) Hiring Manager 2) 2 VP's and team members)

Must Haves:

  • HS diploma
  • At least 1 year of experience with Inquiry Management, Trade Settlement, Trade Monitoring or Trade Processing and Reconciliation
  • Strong multi-tasker
  • Proficient with Office Suite Applications

Nice to haves:

  • Bachelor's degree

Job Description:

Under the direction of the Officer/AVP/VP, the Operations Governance Specialist, Senior Associate, is responsible for actions related to controls and governance within the shared Settlements, Income, and Lending spaces. Maintain daily contact with key client contacts to document and report on status of pending inquiries regarding account problems, plus some outgoing phone calls. Person will be representing State Street in communicating with key customers. Must have a positive attitude and strong written and oral communication capabilities in addition to planning and coordination skills

Primary focus of the job is to ensure there is sound governance on all operational tasks performed by the Operations teams. Daily KPIs are being monitored and evaluated. RAG status is utilized to ensure potential errors are found and remediated prior to the external error occurring. The associate should work with minimal supervision and provide coverage for daily activities. Will work closely with our global sites and the follow the sun model.

What are the 3-5 “nice to have” attributes that would separate a successful candidate from their competition when interviewing?

  • Sense of urgency/ timeliness, following issues through to completion, professionalism written/ verbal, organization and critical thinking


The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract to Direct

Location: North Quincy, Massachusetts