Jobs · Customer Service · Massachusetts

Markets Financing Solutions – Client Service, Officer - State Street Investment Management

State Street · Boston, MA · 1 wk ago
Customer Service$120k/yrFull-time

About the role

We are looking for a motivated individual to join our client service team looking after our Repo, Agency Lending and Prime Brokerage businesses. State Street’s presence in securities lending is long-standing. In that time, we have built a long and enviable list of clients, spanning the very top tier of asset owners, pension funds, insurance companies, sovereign entities, and alternative clients. This will be an opportunity to join a new group within Markets Financing Solutions – Client Service.

Responsibilities

  • Perform all necessary tasks to support client activity in Repo, Agency Lending and Prime Brokerage
  • Support the relationship managers and sales teams within Financing Solutions to create a seamless servicing model, including creation of presentations, improve reporting, and manage daily client activities
  • Work with key internal stakeholders to grow our existing relationships, optimize revenue and improve client satisfaction
  • Interact with clients to manage queries and escalate issues professionally and in a timely manner
  • Cook up with key internal stakeholders to coordinate across Asset Services and other State Street divisions to support execution of strategic RFPs and pricing decisions, including driving change to improve these processes
  • Understand securities lending market dynamics, anticipate any potential client impact, engage with and manage clients accordingly

Qualifications

  • Knowledge of Repo, Agency Lending, and Prime Brokerage
  • Experience working with sales and operations teams to optimize revenue and client satisfaction
  • Strong critical thinking, problem-solving, and decision-making skills
  • Knowledge of short-term investment and financing markets
  • Ability to innovate solutions and processes
  • Ability to manage multiple tasks simultaneously in a fast-paced, front office environment
  • Ability to build dashboards using large datasets to identify themes, present talking points to clients, and optimise daily activities will be a distinct advantage

Skills

  • Clear and effective communication is essential – excellent speaking and writing skills are a must
  • Ability to foster strong internal and external relationships
  • Highly organized and strong analytical capability
  • Strong sense of client ownership and responsibility
  • Proficiency in Microsoft office, specifically Excel

Benefits

  • 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.

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