Client Support Specialist
ClientSupportSpecialist-Associate1
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optimal for Entry candidates.
“Client Support Specialist - Associate 1 at Client Support Specialist. Skills: client onboarding, account management, regulatory compliance. Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries. Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations”
What They're Looking For.
Must Have
commitment to interact with internal or external clients effectively and professionally, communication skills, Attention to detail with high levels of accuracy, Ability to work in deadlines driven environment, Ability to work on own initiative, Proactiveness, Good command of written and verbal English language, computer competence (Microsoft applications, Excel, Word)
Nice to Have
University Students or Graduates (preferably Finance, Accountancy or Business related degree)
What You'll Do.
Acting as a point of contact with clients
sub-custodians and internal departments for market related activities and inquiries
Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations
Assisting clients with new fund launches and account opening requests
what includes preparation of the account opening packages for the documentary markets
Maintaining and closing accounts where required
what includes mergers
Providing prompt responses and processing time on all received inquiries
How You'll Work.
Team & Collaboration
interact with internal or external clients effectively and professionally; working with internal and external parties to ensure positive onboarding experience to our clients
Communication Scope
communication skills; Good command of written and verbal English language
Full Job Description
Who we are looking for: This position is integral to the successful completion of client onboarding set-ups as well as fostering key relationships with our internal and external customer base. Under the supervision of a Business Onboarding and Transitions (BOaT) manager, Client Service Specialist will be responsible for opening and maintenance of client accounts at State Street and contribute to transformation of our operations. Why this role is important to us: Business Onboarding and Transitions (BOaT) team plays a key role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we want to provide exceptional level of service starting from Day 1, which is why seamless onboarding process is essential. In your role you will be working with internal and external parties to ensure positive onboarding experience to our clients. What you will be responsible for: As Client Support Specialist you will be responsible for: · Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries. · Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations. · Assisting clients with new fund launches and account opening requests, what includes preparation of the account opening packages for the documentary markets. · Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc. · Providing prompt responses and processing time on all received inquiries. What we value: These skills will help you succeed in this role: · Strong commitment to interact with internal or external clients effectively and professionally. · Strong communication skills. · Attention to detail with high levels of accuracy. · Ability to work in deadlines driven environment. · Ab
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