Client Implementation & Service
State Street
Client Implementation & Service
State Street
Holds assets for institutions and runs index funds
Who we are looking for
The CMS client service representative reports to a CMS manager and is responsible for qualified service delivery to their client(s) and asset managers, managing and resolving operational inquiries, perform daily assigned operational tasks.
What you will be responsible for
As < CMS representative > you will
Drive accountability for end to end service delivery.
Partner with Process and Product teams to resolve issues and ensure ownership of timely and accurate service delivery.
Oversees and manages operational inquiries to drive timely resolution, coordinating with internal teams and resolving issues as needed.
Implements best practices in technology and processes as identified by remediation plans or CMS Leads.
Escalates issues / incidents as necessary and ensures Account Lead is informed of any existing or potential client issues.
Adhere to corporate policies, guidelines, and risk and compliance programs.
Manage effective communication across delivery organization on behalf of client initiatives and internal change events.
Demonstrate ability to meet deadlines for Account and Market Opening with competent custody knowledge and experience.
What we value
These skills will help you succeed in this role
Effective communication
Good at problem-solving and strong learning ability
Custody and market knowledge including trade and cash instructions, sub custody communications and internal facilitation.
Perform well under pressure.
Education & Preferred Qualifications
Experience with client service or external communication is preferred
Financial service experience or degree preferred.
Additional requirements
May require early or late work hours.
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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