Sales and Service Client Services, Assc1

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

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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