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 (Financial Services Operations)
Builds
Operational efficiency and client experience for institutional investors
Domain
Asset Management / Institutional Investment Services
Deliverable
client delivery
Required skills
trade operations knowledge, risk management, process improvement, stakeholder management, quality control, training junior staff
Preferred skills
none stated
Technologies
none stated
Responsibilities
Respond to client inquiries on trade placement, processing, and settlement; Partner with operational teams to resolve issues and escalate risks; Maintain client documentation and adhere to transfer policies; Lead process-improvement initiatives; Support training of junior team members; Perform quality-control reviews.
Seniority
Senior, hands-on IC