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State Street

Holds assets for institutions and runs index funds

Client Service Support Specialist

Customer SupportPosted on Nov 9
Full-time

About the Job

Requirements

  • Good command of English is required; additional languages are an asset.
  • Proficiency in Microsoft Office tools, particularly Excel, and competent-level Microsoft Office knowledge.
  • Numeracy and literacy skills, including fluency using Excel spreadsheets.
  • Good written and verbal communication skills.
  • Organizational and time-management skills to meet daily and project deadlines.
  • Ability to operate under pressure with time-sensitive deadlines.
  • Analytical and critical-thinking skills, accuracy, quality of work, and attention to detail.
  • Ability to take ownership and initiative, act proactively, and continue learning and developing skills.
  • Education or background in financial services, custody, fund administration, middle office, client service operations, or quantitative or analytical disciplines.

Responsibilities

  • Prepare scheduled deliverables according to the Client Service Enablement operational model, ensuring timeliness, accuracy, compliance, and adherence to established standards.
  • Investigate, research, and resolve client and relationship-manager issues and queries using internal systems and external data sources, escalating when required.
  • Act as a first point of contact for client-service-related issues and provide timely, accurate, and professional responses to inquiries.
  • Keep team managers informed about daily progress and the status of open requests.
  • Identify service issues that may affect clients and raise them to appropriate stakeholders.
  • Follow internal procedures, controls, and regulatory requirements, and identify and report control gaps.
  • Identify process-optimization opportunities, including use of artificial intelligence solutions, and support initiatives to improve efficiency and service quality.
  • Follow the team and department framework and work organization.
  • Communicate with team members and liaise with internal teams to improve service delivery.
  • Manage time and organization to meet deadlines for daily work and project activities.
  • Take ownership of personal development by using available training platforms and seeking growth opportunities.
  • Ensure departmental procedures, job aids, and controls are followed and kept up to date.
  • Support external and internal clients, client-service leads, relationship managers, and other internal teams by processing operational tasks, queries, and ad hoc projects accurately and on time.
  • Prepare scheduled deliverables for further review and resolve inquiries and exceptions case by case in collaboration with functional teams and State Street peers.

Desired Qualifications

  • Additional languages are an asset.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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