Senior Associate, Client Service Representative Senior Associate, Client Service Representative …

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
Senior Associate, Client Service Representative
Purpose of Role:
The Senior Associate, Client Service Representative's role is to act as a single point of contact for the Investment Manager Client and help resolve recon breaks with BOTH Middle and Back Office.

Specific Duties:
• The Senior Associate, Client Service Representative is responsible for the resolution of recon breaks and reports to the Client Group Manager
• It is essential that the Representative develop and maintain a clear understanding of their tasks and of the client requirements
• Establish a good relationship with the Client
• Proactive approach and the ability to work independently
• Regular and accurate reporting and escalation to the Client Group Manager as needed
• Timely investigation and resolution of all day-to-day inquiries to and from Investment Manager
• Day to day duties would include but not limited to the following:
- Work to collaborate and resolve recon breaks with Middle and Back Office
- Identify break trends and work to mitigate or eliminate re-occurring items
- Own resolution of breaks
• Completion of special projects or tasks delegated by the individual's manager
• Logging inquiries from Investment Managers on the inquiry tracking system.

Qualifications:
• Bachelor's Degree or equivalent
• 1 year of IMS client service or 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
• Ability to work independently and influence desired end results
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