Vista previa generada por IA
Mid-level Client Support Officer at State Street Investment Management in Quincy, MA
Drive client satisfaction and innovative solutions in a hybrid work environment
Client Support, Officer - State Street Investment Management
Location: Quincy, Massachusetts
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.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.