State Street
Financial Services
FundOrderServicesAnalyst,Associate1
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Fund Order Services Analyst, Associate 1 at State Street. Skills: Fund order services, Static data, Transaction processing. Create static data. Maintain static data”
What You'll Achieve.
Delivering quality service
Industry & Context.
Solve problems
3 days/week minimum in office
What They're Looking For.
Must Have
An understanding of fund administration is required
Nice to Have
University Students or Graduates preferred, Previous experience in financial industry preferred, Excellent knowledge of German is an advantage
What You'll Do.
Monitor transaction orders
Contact Transfer Agents
Create client reports
Monitor system applications
Keep up-to-date with market changes
Keep up-to-date with internal changes
Be involved in projects
Make recommendations for changes
Resolve review points
Ensure supervisors are informed
Establish working relationships
Maintain working relationships
Take responsibility for development
Take responsibility for training
How You'll Work.
Team & Collaboration
Internal clients; Supporting departments; Other Fund Order Services Analysts; Specialists; Colleagues
Communication Scope
Communication with internal clients
Full Job Description
Job Description **Who we are looking for** The Fund Order Services Analyst is an integral member of the Team responsible for delivering quality service to assigned clients of the team. He/She must contribute to the team on technical matters in both quality of service and communication with internal clients and other supporting departments. The Fund Order Services Analyst is required to solve problems and provide assistance to the other Fund Order Services Analyst . Achieving quality of service is a team effort and the Fund Order Services Analyst needs to function at all times as a team player and ensure that other members of the team do so too. **Purpose Of Role:** The Fund Order Services Analyst is an integral member of the Team responsible for delivering quality service to assigned clients of the team. He/She must contribute to the team on technical matters in both quality of service and communication with internal clients and other supporting departments. The Fund Order Services Analyst is required to solve problems and provide assistance to the other Fund Order Services Analysts and Specialists. Achieving quality of service is a team effort and the Fund Order Services Analyst needs to function at all times as a team player. **Responsibilities:** As Fund Order Services Analyst you will: • Create, maintain and amend Static Data in the system following the relevant launches, product changes and inquiries • Monitor the processing of transaction orders • Contact external Transfer Agents and vendors on transactions progress • Create and send specific Client Reports • Provide necessary support and information according to the clients’ and internal queries • Maintain high level of control and monitoring of system applications and work flow. • Keep up-to-date with all changes in the market practices/procedures/new technology as well as internal changes within SSB • Be involved in departmental ad-hoc projects. • Make recommendations for changes to processes and procedures
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