Client Implementation and Service Specialist

2 months ago


Quincy, Massachusetts, United States State Street Full time

About the Role

The Retiree Services Department at State Street is seeking an experienced Operations Officer to assist with various activities related to our benefit payment system migration project and current/future state Retiree Services operations.

Key Responsibilities

  • Participate in project management and execution of our benefit payment system migration project, ensuring timely and successful delivery.
  • Assist with requirement definition, documentation, and functional development to meet business needs.
  • Contribute to business testing, including test case design and execution, and defect documentation to ensure high-quality deliverables.
  • Liaise with system vendors, manage vendor deliverables, and develop future state vendor oversight and operating models.
  • Perform vendor service level monitoring and support daily vendor oversight activities to ensure optimal performance.
  • Assess daily benefit payment operations conducted by vendors and identify areas for improvement.
  • Develop operational control structures, identify operational risks, and propose mitigating controls to ensure business continuity.
  • Document SOPs, process flows, and other business operations support documentation to maintain a knowledge base.
  • Support daily Retiree Services operations where applicable and contribute to data gathering and analysis efforts.
  • Assist with new benefit payment client implementation tasks, including data conversion specifications, reconciliation of converted participant payment totals, and tracking and execution of required client and internal documentation.

Requirements

  • College degree or equivalent experience.
  • 3-5 years of experience in a project environment.
  • Working knowledge of Word, Excel, PowerPoint required; Visio and MS Project helpful.

About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

Work, Live and Grow

We strive to create a great work environment. Our benefits packages are competitive and comprehensive, including generous medical care, insurance, and savings plans. You'll have access to flexible Work Programs and development programs to help you reach your full potential.

Inclusion, Diversity and Social Responsibility

We believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential.



  • Quincy, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Implementation Specialist to join our team at State Street Corporation. As a key member of our Client Service team, you will play a critical role in ensuring the successful implementation of our services for our clients.Key ResponsibilitiesAssist the Client Service Manager in maintaining client...


  • Quincy, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Implementation and Service Officer to join our team at State Street Corporation. As a key member of our Retiree Services Department, you will play a critical role in the successful execution of our benefit payment system migration project and the delivery of high-quality services to our clients.Key...


  • Quincy, Massachusetts, United States State Street Corporation Full time

    Job SummaryWe are seeking a highly skilled Operations Client Service Specialist to join our Banking Services team. As a key member of our team, you will be responsible for managing the implementation and maintenance activities for several banking applications, collaborating with internal and external customers to identify, analyze, and proactively resolve...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job Title: Client Service SpecialistPark State Bank is seeking a highly skilled and customer-focused Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional service to our clients, helping them with various banking needs, and ensuring their satisfaction in every interaction.Key...


  • Quincy, Massachusetts, United States East West Bank Full time

    At East West Bank, we are seeking a Client Services Specialist to join our team. This role will provide service and portfolio support to Business Relationship Managers and other stakeholders, building relationships with clients to enhance their experience and manage their accounts.The ideal candidate will have a strong background in customer service, with...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job Title: Client Service SpecialistAt Park State Bank, we are seeking a highly skilled and customer-focused Client Service Specialist to join our team. As a key member of our banking team, you will play a vital role in delivering exceptional customer service and ensuring the success of our clients.Key Responsibilities:High-Touch Client Service: Provide...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job Title: Client Service SpecialistJob Summary:The Client Service Specialist is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support to our clients. As a trusted advisor, you will help clients with various banking needs, including account management, financial guidance, and product inquiries.Key...


  • Quincy, Massachusetts, United States East West Bank Full time

    About the RoleWe are seeking a highly skilled Client Services Specialist to join our team at East West Bank. As a Client Services Specialist, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key ResponsibilitiesClient Service and Support: Provide timely...


  • Quincy, Massachusetts, United States A.W.G. Dewar Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Client Services and Claim Support Specialist to join our team at A.W.G. Dewar, Inc. Our company specializes in student insurance, providing customized policies to over 1,200 leading independent schools and colleges in North America.Key Responsibilities:Serve as a primary contact for claims...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job SummaryWe are seeking a highly skilled Client Service Specialist to join our team at Park State Bank. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their banking needs are met with care and attention.Key ResponsibilitiesClient Service: Provide personalized service to every...

  • Client Service Lead

    2 weeks ago


    Quincy, Massachusetts, United States State Street Corporation Full time

    About the RoleThis is a Client Service Lead role in the US Asset Owners division at State Street Corporation. The candidate will be the point of contact for multiple client relationships, manage client activities, and resolve client inquiries in a timely manner. The Client Service Lead will be responsible for building and maintaining strong relationships...


  • Quincy, Massachusetts, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Long Term Care SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN Long Term Care Specialist to join their team.About the JobJob Type: Travel NursingSpecialty: Long Term CareDiscipline: Registered NursingShift: 12 hoursHours per Week: 36Duration: 13 weeksThe ideal candidate will have experience working in a Long...


  • Quincy, Massachusetts, United States State Street Corporation Full time

    Key Responsibilities:As a Transfer Agency Client Services Associate at State Street Corporation, you will be responsible for validating or resolving discrepancies per client-specific guidelines. This involves troubleshooting ID issues for our clients and establishing external client/investor/interested party IDs to ensure successful progression through the...


  • Quincy, Massachusetts, United States Park State Bank Full time

    Job SummaryThe Client Service Representative is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support. As a trusted advisor, you will assist clients with various banking needs, including account management, financial guidance, and product inquiries.Key ResponsibilitiesProvide personalized service to every client,...


  • Quincy, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Service Representative to join our Latin America and Caribbean Client Service team. As a key member of this team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded through proactive communication and timely issue resolution.Key...


  • Quincy, Massachusetts, United States RapidRatings Full time

    Job OverviewRapidRatings is seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Delivery and Operations team, you will be responsible for providing exceptional support to our global clients, facilitating program operations of the Financial Health Rating (FHR) Exchange, and ensuring timely responses to client...


  • Quincy, Massachusetts, United States State Street Corporation Full time

    Key Responsibilities: Validate client-specific guidelines for discrepancies.Key Skills: Troubleshoot ID issues for clients.Job Requirements: Establish external client/investor/interested party IDs for successful progression through the ID creation process.About the Role:As a Client Services Associate at State Street Corporation, you will be responsible for...


  • Quincy, Massachusetts, United States SS&C Full time

    SS&C is a leading global provider of investment and financial services and software solutions for the financial services and healthcare industries.Our CompanyHeadquartered in Windsor, Connecticut, SS&C has a global presence with over 90 offices in 35 countries, employing 20,000+ professionals. Our clients include 18,000 financial services and healthcare...


  • Quincy, Massachusetts, United States HealthEcareers - Client Full time

    Job Opportunity for a Travel Nurse RNHealthEcareers - Client is seeking a travel nurse RN with expertise in Med Surg / Telemetry to join their team.Key Responsibilities:Provide high-quality patient care in a Med Surg / Telemetry settingCollaborate with the healthcare team to ensure seamless patient careDevelop and implement individualized care plansMonitor...


  • Quincy, Massachusetts, United States Veridic Solutions Full time

    Job Title: Business Operations SpecialistAt Veridic Solutions, we are seeking a skilled Business Operations Specialist to join our team. The ideal candidate will have a strong background in financial data analysis and experience with data lifecycle management.Key Responsibilities:Apply business knowledge to build platform requirementsPerform data analysis...