Sales and Service Client Services, Assc2 at State Street

Job Description:

Act as a primary point of contact for assigned clients. All issues and initiatives will need to be managed to a satisfactory conclusion, ensuring client satisfaction.

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 staffs

-Proactively liaise and resolve between client and State Street with regard to day to day operational issues

-Assist management on ad hoc assignments-Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.

-Prepare specific management information as requested.

-Ensure full adherence and implementation of the Risk Management Policy and internal procedures at all times (e.g. KYC, FTOP/TOP, etc.) in order to prevent losses.

-Communicate and document non-compliance issues as they arise to senior manager.-Demonstrate ability to utilize State Street systems to ensure prompt investigating issues raised by the clients.

-Accurate and prompt obtaining data that inquired by the clients.

-Escalate urgent/ major issues to the manager’s attention.

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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