Client Support, Senior Associate, State Street Investment Management
Core
Primary contact for institutional clients handling trade placement, processing, settlement, and risk management inquiries.
Role type
Senior Associate, Client Support (Institutional)
Builds
Operational efficiency and client experience for institutional investment clients
Domain
Financial Services / Asset Management / Trade Operations
Deliverable
client delivery
Required skills
Trade operations knowledge, risk management, process improvement, stakeholder management, quality control, procedural discipline
Preferred skills
Project leadership, training junior staff, technical product knowledge
Responsibilities
Respond to client inquiries on trade placement and settlement, partner with portfolio management to resolve issues, maintain client documentation and security forms, lead process-improvement initiatives, support junior team member development, perform quality-control reviews, follow escalation protocols for operational issues.
Seniority
Senior, hands-on IC