# Operations Client Service, officer at State Street

State Street is hiring an Operations Client Service, officer in Sydney, Australia. Level rates it Little AI ●○○○; you can [apply on State Street](https://jobsbylevel.com/go/d6b0c0cd-9e9b-45f7-861e-4f11f5417aa7?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. Sydney, Australia.

## Details

- Company: [State Street](https://jobsbylevel.com/companies/state-street)
- AI level: AI Level 1 (score 0 out of 100)
- Location: Sydney, Australia
- Posted: November 9, 2026
- Apply: https://jobsbylevel.com/go/d6b0c0cd-9e9b-45f7-861e-4f11f5417aa7?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=operations-client-service-officer-at-state-street-a7a45b

## Prepare for this job

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## Description

Who we are looking for SSM Client Service Solutions (“CSS”) is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding. The Client Onboarding & Maintenance team leads and manages the institutional client onboarding process and acts as a single point of contact and liaison throughout the entire onboarding cycle – from initial client lead to deal structuring, negotiation, legal documentation, stakeholder approval, account opening, and ongoing client servicing and interaction. The Regulatory Onboarding team works closely with the Client Onboarding and Maintenance teams to ensure that regulatory requirements are met across for all SSGM products and act as a business resource to channel and address client inquiries relating to new regulatory requirements. State Street Markets group is looking for a manager in the team. The SSM Client Onboarding, Officer is responsible for managing the onboarding process for clients in Sydney. Why this role is important to us The team you will be joining is a part of State Street Markets. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As SS Markets Client Onboarding Manager, you will Management Responsibilities: Own the overall Client Onboarding experience in Sydney Act as escalation point for Client Service Solutions function Proactive identification of client needs and potential issues. Manages client expectations Maintain strong working relationships with internal counterparts Monitor external and internal client satisfaction Drive issue resolution by handling issues directly where possible and involving functional experts when needed Review metrics with key internal stakeholders to drive process improvements and efficiency gains Ensure that global SSGM procedures are followed Participate in the enhancement and maintenance of internal systems for workflow management and data storage Participate in the establishment and maintenance of controls Ensure the accuracy of client static data Functional Responsibilities: Perform activities associated with client onboarding or modification events Visit key clients to enhance working relationships and gain better understanding of client needs Develop a clear understanding of how client profiles and requirements intersect with transaction systems and internal processes Participate in the implementation of solutions to meet client requirements Gather requisite data and documents from internal or external sources as appropriate; review and analyze data and documents to ensure accuracy; route requisite data and documents to appropriate stakeholders Address ongoing client servicing and interaction needs Track and monitor potential onboarding issues and delays Ensure accuracy of accounts set up in transaction systems and client static data Maintain strong working relationships and liaise with internal and external counterparts including Clients, Front Office, Legal, Compliance, Middle Office, Operations, Technology, Project Management teams Perform all tasks to ensure compliance with regulatory requirements Tracking monitoring and resolving potential sources of onboarding issues and delays Ability to multi-task Education & Preferred Qualifications Bachelor’s degree in business, finance, or related field 5+ years prior finance industry experience Additional requirements Strong customer service skills Strong organizational skills Strong

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Source: https://jobsbylevel.com/jobs/operations-client-service-officer-at-state-street-a7a45b

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