Client Services Specialist

1 week ago

Toronto, Ontario, Canada State Street Full time

Job Summary

We are seeking a highly skilled Client Services Specialist - Global Delivery to join our team at State Street. As a Senior Associate - Financial Operations, you will play a critical role in providing exceptional client service and support to our global clients.

Key Responsibilities

  • Respond to client inquiries in a timely and professional manner, providing accurate and reliable information to ensure client satisfaction.
  • Assist with account administration, including account openings, billing setup, tax reclaims, and market openings/exits/updates.
  • Provide online support for various client-facing applications, ensuring seamless and efficient client experience.
  • Produce client-customized reporting and collect data to produce customer report cards, ensuring timely and accurate delivery.
  • Assist with data collection for risk/compliance reporting, ensuring adherence to regulatory requirements.
  • Elevate unresolved issues to manager/officer, ensuring prompt resolution and client satisfaction.
  • Monitor and review daily work of Client Operations Associates to ensure accurate and timely execution.
  • Provide on-the-job training to new staff and assist with attainment of understanding of job responsibilities.
  • Identify and report unusual or potentially suspicious transaction activity, adhering to corporate policy and guidelines.

Requirements

  • Bachelor's degree with business-related coursework or equivalent.
  • 2+ years of related custody and/or fund accounting experience.
  • Knowledge of securities markets, languages, and products, as well as legal and regulatory requirements.
  • Strong knowledge of MS Office applications and spreadsheet proficiency.
  • Strong organizational skills and ability to prioritize assignments under tight deadlines.
  • Strong interpersonal and communication skills in both verbal and written forms in English.
  • Ability to work as a team player and prioritize assignments under tight deadlines.
  • Understanding of operational functions within both custody and fund accounting.

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