Department: Data, Analytics & Artificial Intelligence

Role Overview

The Officer, Client Data Operations and MDM Stewardship will support operational management of client, intermediary, account, relationship, hierarchy and contractual data across MDM, CRM and related client data platforms. The role is responsible for stewardship workflows, match and merge review, duplicate resolution, hierarchy maintenance, data quality exception management and business-facing support.

The role will help establish trusted client data assets through controlled stewardship, clear ownership, strong issue management and direct engagement with business data stakeholders.

Key Responsibilities

MDM Stewardship

• Review and resolve match and merge candidates

• Investigate duplicate, conflicting or incomplete client records

• Validate survivorship decisions and document stewardship rationale

Client Data Operations

• Support client, intermediary, account, relationship, territory and contracting entity data maintenance

• Validate new and changed records across source and consuming systems

• Coordinate remediation with business, technology and data governance partners

Hierarchy and Relationship Management

• Maintain client, intermediary and relationship hierarchy data

• Validate parent-child relationships and related business ownership structures

• Support business review and approval of hierarchy changes

Exception Queue and Business Support

• Monitor stewardship queues, tickets and business requests

• Triage issues based on business priority, data risk and SLA expectations

• Track issue aging, recurring issues and remediation outcomes

Additional Skills

Strong Experience In

• MDM stewardship, client data operations, CRM operations or reference data management

• Match and merge review, survivorship, golden record maintenance and duplicate resolution

• Client hierarchy, relationship and account data management

• Data quality issue management, workflow queues and operational controls

• Business stakeholder support across Sales, Distribution, Relationship Management, Compliance and Operations

Qualifications

Core Experience

• 5+ years of experience in client data operations, MDM stewardship, CRM operations, data quality, data governance or financial services operations

• Experience with client master data or Salesforce-related operating models preferred

Technical and Functional Expertise

• Understanding of client master data, account data, hierarchies, relationships, match and merge and stewardship workflows

• Experience with MDM, CRM, workflow, data quality, Excel or reporting tools preferred

• Ability to assess data conflicts and document stewardship decisions clearly

Leadership and Soft Skills

• Strong service orientation and stakeholder management skills

• Ability to communicate complex data issues in clear business language

• Strong control discipline, accuracy and documentation habits

Education

• Bachelor degree in Business, Finance, Data Management, Information Systems or related field

• Equivalent professional experience may be considered

Information Classification: Limited Access

Information Classification: Limited Access

Minimum Salary:​

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.​

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.​

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.​

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We Offer:​

• Permanent contract from day one​

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)​

• Gold Medical Package for employees and their families (partner and children)​

• Premium life insurance package and private pension plan​

• Wide range of soft skills training, technical workshops, language classes and development programs​

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice​

• Variety of well-being programs​

• Additional benefits available depending on the seniority of the role

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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