Assistant Vice President, Loan Services Operations

State Street

. Act as primary contact and escalation point for operational issues .

Posted 10/23/2026full-timeUnited StatesLead💰 $70,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management and operational issue resolution within the financial services industry, with a strong focus on collaboration, critical thinking, and decision-making. Proficient in managing teams and implementing best practices to enhance operational efficiency.

Highest-signal resume keywords

Client ManagementBank Loan Asset Class ExperienceWall Street Office (WSO) ProficiencyTeam ManagementFund Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Issue ResolutionMulti-Point ReconciliationsVendor Data SourcingAutomationProject Management

Soft Skills

Critical ThinkingProblem-SolvingDecision-MakingInterpersonal SkillsCollaboration

Certifications & Qualifications

BS/BA Degree

Industry Keywords

Financial ServicesClient Support SpecialistsCustodyHigh-Volume Work EnvironmentCustom Client Requests

About the role

Key responsibilities & impact

Act as primary contact and escalation point for operational issues
Receive and resolve inquiries from clients, Client Management, COEs, BU Shared Services, and BU Client Service
Ensure timely resolution of inquiries and issues
Maintain and monitor open items, issues, logs, and project lists
Address custom client requests
Manage production activities of Client Support Specialists 1, 2, and Senior Specialists
Coordinate implementation of new funds, systems, and processes
Assist with client conversions and other client projects
Identify and implement consistent operational best practices

Requirements

What you’ll need

BS/BA degree required
Minimum of 5–7 years of related experience
Experience in the financial services industry preferred
Experience working with the Bank Loan asset class required
Proficiency with Wall Street Office (WSO)
Strong critical thinking, problem-solving, and decision-making skills
Strong interpersonal skills and ethical decision-making
Ability to work in a team environment with emphasis on collaboration with clients and internal service teams
Ability to meet aggressive deadlines in a high-volume work environment
Background in client management, team management, multi-point reconciliations, fund accounting, custody, vendor data sourcing, and automation

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Flexible Work Programs
Development programs and educational support
Paid volunteer days
Matching gift programs
Employee networks
Inclusive development opportunities
Flexible work-life support