Business Onboarding & Transitions (BOaT)

Who We Are Looking For

The Business Onboarding and Transitions (BOaT) team is seeking a highly motivated, detail‑oriented professional to support the onboarding and lifecycle maintenance of client custody accounts. This role is critical to delivering timely, accurate, and high‑quality onboarding solutions while maintaining strong partnerships with internal stakeholders and external clients.

The ideal candidate brings a strong operational mindset, a client‑first approach, and the ability to manage multiple priorities in a fast‑paced environment.

Why This Role Matters

You will be part of State Street Global Services (SSGS)—a global organization providing asset owners and managers with the tools they need to deliver effective investment solutions. From custody and fund administration to data, analytics, and alternative investment servicing, SSGS plays a foundational role in the global financial system.

By joining BOaT, you will directly contribute to successful client launches, regulatory readiness, and operational excellence from day one.

What You Will Be Responsible For

As an Operations Specialist, you will:

• Manage end‑to‑end custody account openings, amendments, and closures for the North America client base
• Coordinate system setup activities across multiple platforms to ensure accurate and timely client onboarding
• Build and maintain strong working relationships with internal partners, clients, and external vendors
• Monitor operational workflows and identify opportunities for process improvement and risk mitigation
• Liaise with business units in a timely manner to resolve issues preventing completion of submitted requests.
• Ensure performance aligns with Service Level Agreements (SLAs) and Key Performance Indicators (KPIs); proactively escalate and resolve issues when targets are not met
• Support ongoing governance, documentation standards, and audit readiness

What We Value

The skills and behaviors that will help you succeed in this role include:

• Strong organizational skills with the ability to manage competing priorities
• A self‑directed mindset and accountability for end‑to‑end outcomes
• Proven problem‑solving and critical‑thinking capabilities
• Excellent written and verbal communication skills, with confidence interacting across functions and levels of management
• High attention to detail and commitment to operational accuracy
• A demonstrated commitment to delivering a strong client experience

Preferred Experience

• Familiarity with State Street systems such as:
  • Multi‑Currency Horizon
  • Security Access Manager
  • Global Reference System
  • Automated Workflow
  • My.StateStreet.com

Education & Qualifications

• Bachelor’s degree required
• 5+ years of experience in financial services, operations, onboarding, or a related role
• Strong analytical, decision‑making, and negotiation skills
• Required to be onsite in Quincy Office 4 days a week.

Salary Range:

$60,000 - $101,250 Annual

The 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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Job 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.