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The Client Support Senior Associate's primary responsibility is working with our institutional clients to ensure their trading needs are managed to the highest level of satisfaction and any issues or problems are addressed promptly and professionally.
The Client Support Senior Associate will work internally with members of the Institutional Client Group and Portfolio Management team in addition to our clients.
The Associates are expected to be proactive; solutions oriented and demonstrate sound judgment on issue escalation and resolution.
They are expected to be an extension of the ICG team supporting the client's needs while adhering to process standards and procedures.
Responsibilities include, but are not limited to
Ensure highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SSGA
Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate
Input trades and audit appropriately
Maintain current client internal documentation such as Transaction Security Agreements, Authorized Signers Lists, Wire Instructions, etc.
Proactively offer creative solutions and always find ways to improve or enhance the client experience
Participate and sometimes lead projects as needed
Adhere to process standards and documented procedures
Participate in ongoing training and development of more junior staff
Provide feedback to manager on more junior staff
Operate as backup for manager when they are unavailable
Build technical expertise and better understanding of marketplace nuances
Assist manager in quality control checks
Conform with the 'risk' escalation chain e.g. for operational issues and suspicious transactions
Perform other duties as needed
Bachelor's Degree in Business, Finance, or equivalent work experience
4 + years of experience in investment operations or investment accounting
Excellent oral and written communication skills
Confident and professional phone presence
Detail orientated and demonstrates desire to understand State Street Global Advisor's business beyond one's individual function.