CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Provide a high standard of client servicing / support to our clients
Embrace State Street's "corporate values" and support a work environment reflective of those values
Effectively communicate with clients, custodians, and peers within State Street.
Be a strong team player and demonstrate dedication to group and company goals
Demonstrate professional maturity and effective time management
Demonstrate the ability to analyze a problem obtain and evaluate information and reach sound conclusions
Be a key contact for the client in escalations and complex market questions.
Ensure all client inquiries are logged and resolved in a timely and satisfactory manner, including monitoring inquiry trends and recommend remedial actions that will improve ongoing client satisfaction
Establish strong working relationships with the client and the internal operations teams providing services for local clients
Ensure all daily and monthly services are delivered in accordance with relevant client SLA's.
Produce monthly MIS/KPI reporting and participate in client service review.
Track daily activities and generate reporting for management review.
Assist Operations Team Leader with complex client relationships/requests.
Cross training across all Client Service functions in the team.
- Prepare Adhoc FXs to fund the accounts on Corporate Action Events
- Daily processing of Inflows and Outflows for Japanese Accounts.
The Candidate: The ideal candidate will have the following attributes: Demonstrate highly professional behavior and ability to communicate clearly and effectively with clients, internal parties and custodians
Deadline and detail oriented, with the ability to work well under pressure
Must be responsible and take ownership of all allocated tasks
Must be organized and able to multi-task and work to tight deadlines showing a demonstrated ability to handle multiple activities and prioritize work effectively.
Must be pro-active and a problem solver
Must be flexible often dealing with ad-hoc queries from clients.
Must demonstrate an understanding of the risks involved in the processes and reflect this in their approach to work prioritization
A team player and willingness to learn
Middle Office and/or Fund Accounting experience with familiarity on reconciliation.
Qualifications & Experience :
Proven track record in a client service environment and/or operations based experience with some client contact with a minimum 2 years client service experience.
Solid understanding of the Investment Management industry
Proven ability to communicate in a clear concise and professional manner
Strong time management skills with the ability to prioritize under pressure
Good understanding of State Street operations - technical systems policies and procedures - is an advantage