Client Service Representative, Officer

Client Service Representative

We are seeking a driven, self-motivated and team-oriented client service representative to act as a day-to-day contact for cash clients invested in our money market products and work closely with our distribution teams in preparing data and insights to help inform the strategy for our Global Cash Business. In this role you will be able to draw from your previous experiences and further develop your talents through all facets of client service delivery and sales support.

Your Responsibilities Will Include:

• Executing the client service proposition for our Global Cash Business
• Liaising with our transfer agent to resolve client issues
• Troubleshooting issues with client-facing infrastructure, operations and service providers
• Collaborating and building relationships with teams within State Street IM: legal, compliance, finance, product management, portfolio management
• Using your technical and research skills to provide business and operational updates to senior leaders in the cash team
• Staying current with regulations affecting money funds and share updates with the larger team
• Assist with preparing and organizing presentations for various meetings and events
• Serve as the backup for daily, weekly and monthly reporting on the Global Cash Business and our competitors
• Work closely with the sales desks to help support the team's revenue goals

Skills and Requirements

• Minimum 4 years of experience in Financial Services
• Money market experience preferred, but not mandatory
• Client service experience preferred
• Ability and willingness to work independently and problem-solve to resolve issues
• Ability to handle multiple priorities and balance needs of multiple stakeholders
• Willingness to take initiative and collaborate
• Comfortable working in a fast-paced environment
• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
• Willingness to learn and grow with the team and with the organization will make you a great fit for our growing business

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.