Relationship Management, Officer

Who we are looking forThe Officer – Asset Owner Relationship Manager (AO RM) provides day-to-day, reactive relationship management support for a portfolio of Asset Owner clients within the North American Asset Owner segment. This role focuses on maintaining strong client service delivery, responding to client needs, and supporting senior Relationship Managers and Sales partners in managing established client relationships.The Officer AO RM develops a solid understanding of the client’s business and the services provided, with the objective of ensuring a high-quality client experience and timely resolution of service matters. The role is primarily reactive in nature, responding to client inquiries, service issues, and operational needs, while supporting proactive initiatives led by senior coverage officers.Why this role is important to usYou will be part of the Institutional Services organization, which delivers a comprehensive, coordinated approach to client relationships across products, services, and regions. The Officer AO RM plays a critical role in supporting client satisfaction, service continuity, and internal coordination, helping ensure clients experience consistent, best-in-class service.What you will be responsible forSupport a grouping of client relationships under the guidance of Senior Relationship Managers and Sales partners.Act as a primary point of contact for day-to-day, reactive client needs, inquiries, and service-related requests.Monitor and respond to client service issues, partnering with internal teams to drive issues through to resolution.Support ongoing monitoring of client satisfaction and service quality, including maintaining client sentiment trackers where required.Assist with coordination across client delivery, product groups, regional teams, and internal partners to ensure seamless service delivery.Maintain accurate and up-to-date client information in SF360 CRM, including contacts, meetings, service interactions, and relevant updates.Support preparation of client materials, including meeting decks, presentations, RFP responses, and internal business overviews.Assist with onboarding of new assets, account changes, and risk management activities to ensure smooth execution and positive client experience.Support completion of Due Diligence Questionnaires and other client documentation when received.Escalate material service issues or risks to senior coverage officers as appropriate.Partner with senior team members to support retention of existing revenue streams and client relationships.What we valueThese skills will help you succeed in this role:Strong verbal and written communication skillsAbility to manage multiple requests in a responsive, organized, and detail-oriented mannerAbility to collaborate effectively with internal partners across functionsDeveloping understanding of client businesses, challenges, and service requirementsCommitment to delivering high-quality client service and building trustEducation & Preferred QualificationsBachelor’s degree or equivalent experience.5–8 years of total work experience preferred.Prior experience in Financial Services, Client Service, or Relationship Management.Foundational knowledge of the financial services industrySalary Range:$65,000 - $113,750 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 StreetAcross 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.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob 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.
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