Client Support, Officer - State Street Investment Management

Posted 19 days ago

state streetQuincy (MA)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Client Support Officer State Street Investment Management, the asset management division of State Street Corporation is actively hiring a Client Support Officer. This Officer level position will report to the Client Support Manager in the corporate headquarters at the John Adams Building in Quincy. The Client Support Officer's primary responsibility is working with our institutional clients to ensure their trading needs are addressed to the highest level of satisfaction and any issues or problems are resolved promptly and professionally. In addition to working with our external clients, the Client Support Officer will collaborate internally with various Business Units across Investment Management including the Client Coverage Group and Portfolio Management team. The Officer needs to be dedicated, enthusiastic, solutions oriented, and demonstrate good judgment on critical issues and resolution. There is a need for the Officer to be an extension of the GIG team supporting the client's needs while adhering to process standards and procedures.

Job Responsibilities:

Ensure the highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SS Investment Management
Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate
Maintain current client internal documentation such as Transaction Security Forms, Authorized Signers Lists, Wire Instructions, etc. in accordance with our Corporate FTTOP Policy
Actively and enthusiastically offer creative solutions and always find ways to improve or enhance the client experience
Enforce process standards and documented procedures
Assist manager in quality control checks
Conform with the 'risk' escalation chain for operational issues and suspicious transactions
Act as the primary escalation contact for day-to-day inquiry resolution, working with members of the Client Support Team to assist clients in a timely and accurate manner
Propose and implement process changes within the Client Support Team, creating job aids and hosting training sessions for the team
Participate in and/or lead project work related to multiple IT initiatives that impact Shareholders Services in the short, medium, and long term
Work closely with the Client Support Manager to perform front to end testing for various IT initiatives
Perform other duties as needed

Qualifications:

Bachelor's degree in Business, Finance, or equivalent work experience
Minimum 5 years in financial services
Work experience or demonstrated ability for exceptional time management capabilities
Ability to work in a complex, global, fast-paced environment and deliver solid action-oriented results quickly in a Hybrid Work Environment
Team player able to work effectively at all levels of an organization
Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) including a confident and professional telephone presence
Strong problem resolution and analytical skills

Salary Range: 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.

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