North America Client Services & Client Portal, Sr. Associate - State Street Investment Management
Core
Deliver a seamless client experience for North American institutional investors by coordinating client service support and Client Portal activities.
Role type
Senior Associate, Client Services & Client Portal
Builds
Scalable, client-centric service model and digital client experience
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
Client relationship management, issue escalation and resolution, stakeholder coordination, operational process support, digital platform support, project coordination, problem-solving
Preferred skills
Institutional investor support, client-facing technology platforms, digital channels, portal solutions
Responsibilities
Partner with Sales to deliver seamless client experience, identify and resolve service issues, support client reporting queries, liaise with Investment Operations, support TPRM and vendor management, coordinate with Technology teams to resolve portal issues, maintain user documentation, monitor service trends and feedback
Seniority
Senior, hands-on IC