Sales and Service Client Services
State Street
Sales and Service Client Services
State Street
Holds assets for institutions and runs index funds
Major Responsibilities
Develop and maintain a clear understanding of assigned clients' portfolios and their requirements
Act as an intermediary between the client and various State Street operational units.
Establish a good relationship with assigned clients and their key staff
Proactively liaise and resolve between client and State Street with regard to day to day operational issues
Assist management on assigned projects
Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.
Record, investigate and resolve day to day operational queries and issues for assigned clients
Requirements
Level of Education
Bachelor degree or equivalent
Language: English / Mandarin fluency
Qualifications/Skills:
Knowledge of operational / client servicing processes
Knowledge of custody/fund accounting processes
Knowledge of all MS Office applications
2+ year experience with custody related processes and/or fund accounting is an asset.
Skills - interpersonal, numerical, problem-solving, and analytical
Strong focus on managing and resolving issues
Excellent communication (internal and external) as well as presentation skills
Ability to operate independently/team setting, but understand when to escalate issues.
Motivated to understand and respond effectively to client needs
Self-motivated and goal-oriented
Ability to operate in a deadline-oriented environment
Strong multi-tasking skills with the ability to prioritize
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
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.
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