Job Spec - Fund Connect Client Service and Production Support
Who we are looking for
Client support specialist to assist in supporting Fund Connect White Label Portal
Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
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What you will be responsible for
As Fund Connect Support Specialist you will
- Review Fund information on platform for completeness and accuracy
- Assist in on-boarding new Admin Operators
- Manage Holiday Calendars and Notifications
- Coordinate data set up and maintenance with the Fund Connect development team
- Resolve client inquiries/issues
- Review account balances for completeness and assist in sourcing updated data as needed
- Establish/Maintain relationships with Portal Providers
- Monitor Integrations (data, trade and file transfers) and coordinate issue resolution
- Provide platform training to all operators (on-going)
- Participate in new feature testing and training
- Assist portal operators in maintaining their UAT region (balance updates, fund information)
- Assist in collating and tracking testing feedback and enhancement requests
- Ensure the adherence of all operational procedures are met and develop new procedures as needed
- Participate in periodic SLA reviews as needed
- Design and implement operational controls to support risks associated with new business
- Coordinate production support schedule including off hours support coverage as needed
- Assist with development and implementation of process monitoring tools, workflow management tools and client data sharing workflows.
What we value
These skills will help you succeed in this role
• Strong attention to detail and the ability to handle several projects simultaneously
• Ability to develop business relationships within and outside the organization.
• Excellent interpersonal, communication, organizational and problems solving skills.
• Ability to multi-task, balance workload and work in a deadline-oriented position.
Education & Preferred Qualifications
• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in a financial role.
• Client Service experience
• Technical aptitude with wide range of applications, including the MS Office suite, and virtual collaboration platforms like Microsoft Teams, Slack and Zoom.
• Ability to understand and navigate a complex global organization.
• Comfortable in a remote work environment, inclusive of training and feedback.
• Fluency in English at a minimum, and any other languages a plus.
• 6 plus years related financial industry experience including 3 years of operations or client service experience
• Working knowledge of financial industry and all related instruments.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$80,000 - $132,500 Annual
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.
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.
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