Client Support, Officer - State Street Investment Management

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
• Aid 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

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

About the Role

The Client Support Officer reports to the Client Support Manager in the corporate headquarters at the John Adams Building in Quincy. The primary responsibility is working with 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. The Officer will also collaborate internally with various Business Units across Investment Management including the Client Coverage Group and Portfolio Management team.

Benefits

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.

Pay

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.

Schedule

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.