Client Service - Senior Associate Client Service - Senior Associate …

State Street
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
Competitive
State Street
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
Competitive
State Street
Client Service - Senior Associate
Specific Duties:
  • It is essential that the Representative develop and maintain a clear understanding of their tasks and of the client requirements connected with these relationships.
  • Establish a good relationship with Investment Managers.
  • Proactively liaison with other areas of the Bank and Investment Managers
  • Developing knowledge of investment management or client requirements.
  • Regular and accurate reporting to the Client Group Manager.
  • Timely investigation and resolution of all day-to-day inquiries to and from Investment Manager
  • Providing failed trade and overdraft reporting to the Investment Manager.
  • Research/resolve failed trades/overdrafts and work with the Investment Manager to clear outstanding items in a timely manner to avoid any potential risk.
  • Researching non-receipt of cash items.
  • Logging inquiries from Investment Managers on the inquiry tracking system

Qualifications
  • Bachelor's Degree or equivalent
  • 1 year of IMS / Custody experience
  • 2 years of related financial service experience
  • Very good understanding of financial market activities and transactions
  • Very strong problem solving customer service communication and organizational skills.
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