State Street
Fund Connect Client Service and Production Support, Assistant Vice President
State Street, Boston, Massachusetts, us, 02298
Job Spec – Fund Connect Client Service and Production SupportWho we are looking forClient support specialist to assist in supporting Fund Connect White Label Portal.Why this role is important to usThe team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending, and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.Join us if making your mark in the capital markets industry from day one is a challenge you are up for.What you will be responsible forAs Fund Connect Support Specialist you will:Review Fund information on platform for completeness and accuracy.Assist in onboarding new Admin Operators.Manage Holiday Calendars and Notifications.Coordinate data setup and maintenance with the Fund Connect development team.Resolve client inquiries/issues.Review account balances for completeness and assist in sourcing updated data as needed.Establish/Maintain relationships with Portal Providers.Monitor Integrations (data, trade, and file transfers) and coordinate issue resolution.Provide platform training to all operators (ongoing).Participate in new feature testing and training.Assist portal operators in maintaining their UAT region (balance updates, fund information).Assist in collating and tracking testing feedback and enhancement requests.Ensure adherence to all operational procedures and develop new procedures as needed.Participate in periodic SLA reviews as needed.Design and implement operational controls to support risks associated with new business.Coordinate production support schedule including off-hours support coverage as needed.Assist with development and implementation of process monitoring tools, workflow management tools, and client data sharing workflows.What we valueThese skills will help you succeed in this role:Strong attention to detail and the ability to handle several projects simultaneously.Ability to develop business relationships within and outside the organization.Excellent interpersonal, communication, organizational, and problem-solving skills.Ability to multi-task, balance workload, and work in a deadline-oriented position.Education & Preferred QualificationsBachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in a financial role.Client Service experience.Technical aptitude with a wide range of applications, including the MS Office suite, and virtual collaboration platforms like Microsoft Teams, Slack, and Zoom.Ability to understand and navigate a complex global organization.Comfortable in a remote work environment, inclusive of training and feedback.Fluency in English at a minimum, and any other languages a plus.6+ years related financial industry experience including 3 years of operations or client service experience.Working knowledge of the financial industry and all related instruments.About State StreetWhat we do:
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.Work, Live and Grow:
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You’ll have access to a flexible Work Program to help you match your needs. Our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity, and Social Responsibility:
We truly believe our employees’ diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program, and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range:
$80,000 - $132,500 Annual. 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.For further information, and to apply, please visit our website via the “Apply” button below.
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State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.Work, Live and Grow:
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You’ll have access to a flexible Work Program to help you match your needs. Our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity, and Social Responsibility:
We truly believe our employees’ diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program, and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range:
$80,000 - $132,500 Annual. 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.For further information, and to apply, please visit our website via the “Apply” button below.
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