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BIM / VDC Coordinator II / III
Dennis Group
Springfield, MA
Contribute to the development of BIM Execution Plan (BEP) strategies and lead client interactions with support from the BIM/VDC Manager.
Added just now
EHS supervisor, 2nd shift
Starbucks Coffee Company
PA
Ensure partner development and satisfaction. Provide partners with timely performance feedback. Serve as a technical expert and coach for team members. Support partners in presenting ideas…
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Channel Program Manager
DLT Solutions, LLC
Greenville, SC · Herndon, VA · Clearwater, FL
TD SYNNEX is seeking a highly organized, relationship-focused Channel Program Manager to lead the onboarding and activation of new vendor and reseller partners. In this role, you will serve…
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Account Manager 2
DLT Solutions, LLC
Remote, United States
Employees near a TD SYNNEX office must follow the company’s hybrid schedule—at least three days per week in office
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VP/MARKET LENDING LEADER
First State Bank
Miramar, FL
401K Retirement Program with employer matching
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Inside Account Representative | DLT
DLT Solutions, LLC
Greenville, SC · Clearwater, FL · Herndon, VA
…resources. This role combines account management and business development, so it’s a strong opportunity for someone who enjoys building relationships while also prospecting and creating new…
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Immediate Paraprofessional
KIPP
Jacksonville, FL
Every Wednesday is a student early release day, which allows teachers to participate in weekly professional development and content team meetings. *This doesn’t include Wellness Wednesdays…
Added 1 min ago
ELEMENTARY OVERLOAD PARAEDUCATOR
Puyallup School District
PUYALLUP, WA
Score 65% or higher on The Master Teacher Inc. Paraeducator Online Training Program (not administered by PSD).
Added 1 min ago
Service Advisor
Kendall Auto Group
FAIRBANKS, AK
Added 1 min ago
AF
Cook
Action for Boston Community Development
Jamaica Plain, MA
- $21.93 to $24.69 USD / hour
…Start & Children’s Services; building an understanding of the program by communicating this mission to staff, families and the…
Added 1 min ago
A
Part Sales Manager – Full Time
AutoZone
Miami, FL
- Full-time
…executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong leadership. Through operational oversight and team…
Added 1 min ago
UDHS - Extra Duty Position - Boys' Indoor Assistant Track Coach
Upper Darby School District
Drexel Hill, PA
Provide leadership and general team management in the areas of daily practice, skills, and character development
Added 2 mins ago
Life Skills Coach 3
The ARC Fresno Madera Counties
Fresno, CA
Must possess valid California Drivers License
Added 2 mins ago
Life Skills Coach 3
The ARC Fresno Madera Counties
Fresno, CA
Must possess valid California Drivers License
Added 2 mins ago
Life Skills Coach 3
The ARC Fresno Madera Counties
Fresno, CA
Must possess valid California Drivers License
Added 2 mins ago
A
Part Sales Manager – Full Time
AutoZone
Miami, FL
- Full-time
…executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong leadership. Through operational oversight and team…
Added 2 mins ago
Knowledge and Data Manager
BB&E
Tyndall Air Force Base, FL
…provide Environmental Consulting, Facilities Engineering and Program/Project Management Services to Federal and private…
Added 2 mins ago
Software Engineering Manager - Space Mission Systems
The Boeing Company
El Segundo, CA · Seal Beach, CA
The Boeing Company is looking for a Software Engineering Manager to join our Space Mission Systems (SMS) team, on the ESS/Evolved Strategic SATCOM program, in El Segundo or Seal Beach, CA.…
Added 2 mins ago
DevOps Developer (Experienced or Senior)
The Boeing Company
Seal Beach, CA
…work with both commercial and proprietary customers in the development of the next-generation technologies in space. Our team focuses on rapid prototyping to demonstrate a host of…
Added 2 mins ago
Commodity Product Manager
Sonepar
Upper Marlboro, MD
Professional and personal development programs
Added 2 mins ago
A
Part Sales Manager – Part Time
AutoZone
Horn Lake, MS · Southaven, MS
- Part-time
…executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong leadership. Through operational oversight and team…
Added 2 mins ago
A
Part Sales Manager – Full Time
AutoZone
Southaven, MS
- Full-time
…executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong leadership. Through operational oversight and team…
Added 2 mins ago
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Part-Time Sales Associate - Famous Footwear
Famous Footwear
HOWELL, MI
- Part-time
…feedback to improve your skillset and further your professional…
Added 2 mins ago
Store Manager - Famous Footwear
Famous Footwear
Orlando, FL
As a full-time Store Manager, you are passionate about serving your community by providing the best shoe store experience for the whole family. You do this by challenging yourself and…
Added 2 mins ago
Director, Programming
NASHVILLE SYMPHONY ASSOCIATION
NASHVILLE, TN
In consultation with artistic leadership and the COO, oversee and manage the Senior Manager of Programming in the programming and execution of Pops and Movie Series programs in addition to…

Closed listing

State Street

Client Onboarding and Conversion, Officer

Quincy, MA, United States

$60,000 to $101,250 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $60,000 to $101,250 USD / year
Experience: Minimum 4+ years financial services experience
Posting language: English
Posted: Nov 10, 2026

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Original job description

Archived listing. The details below describe a past opening.

What you will be responsible for As a Core Operations Officer, you will Execute of onboarding plan and associated activities supporting accounting, custody and insurance clients

Coordinate client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, interfund transfers and in-kind transfers with internal teams and external stakeholders
Ensure accurate and timely settlement of securities transfers across global markets
Liaise with counterparties and other financial institutions to facilitate transfers
Adhere to regulatory standards during the conversion process
Support new client relationships and expansion of existing relationships
Communicate with clients and internal stakeholders to assess overall conversion status, identify and work collectively to ensure processing follows best practices
Monitor potential risks associated with asset movements and conversions
Act as a point of contact for addressing inquiries related to assets transfers and custody settlements
Ensure project management is updated, highlighting all potential risks with possible solutions in a timely manner
Develop and foster a culture of collaboration within the team and across business lines
Work in partnership with teams and management across the organization on conversions and ad-hoc support requests

What we value

These skills will help you succeed in this role

Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, Recon and Core State Street business offerings
Previous experience in a client service and/or accounting role preferred
Strong knowledge of global custody operations, settlement processes and asset servicing
Proven strong communication, interpersonal, decision-making and negotiation skills
Organized with the ability to multi-task in a fast-paced environment

Education & Preferred Qualifications

Minimum Bachelor's degree or equivalent with a focus in Accounting, Economics, Finance, Technical or related field preferred
Minimum 4+ years financial services experience
Proficient in Microsoft Office Word, PowerPoint and Excel
Experience with ePAM Insurance a plus

Additional requirements Candidate is expected to follow State Street corporate policies regarding return to office (RTO).

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.

About employer

More about this job

Skills

Onboarding
Securities
Communicate with customers
Project management
Communication skills
Decision making
Negotiation
Microsoft Office
Microsoft Word
Microsoft PowerPoint
Microsoft Excel

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Jobs in the United States