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Client Relationship Management, AVP - State Street Global Advisors

State Street

State Street

Customer Service
Boston, MA, USA
Posted on Friday, March 22, 2024

About State Street Global Advisors

At State Street Global Advisors, our mission is to invest responsibly to enable economic prosperity and social progress. As the asset management arm of State Street Corporation, we are the creator of the world’s first ETFs and an indexing pioneer. Over the past 40 years, we have built a universe of active and index strategies across asset classes to help our clients, and those who rely on them, achieve their investment goals. SSGA manages over $3.69 trillion for global clients across a diverse set of asset classes.

About Your Role

State Street Global Advisors is currently looking for a Client Service Representative in our Global Cash Distribution Team. This is an opportunity to work with State Street Global Advisors’ global cash management product line. SSGA currently manages over $3 trillion in assets and is a leading cash management provider with over $400 billion in cash assets

We are seeking a driven, self-motivated and team oriented Cash Client Service Representative to act as day-to-day contact for cash clients invested in our money market products. 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:

  • Implementing and improving 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 a number of different teams within SSGA: 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
  • You will keep current with regulation affecting money funds and share updates with the larger team
  • You will act as a liaison with the website development team to ensure our website is both compliant and presenting clear information to investors
  • You will assist with preparing and organizing presentations for various meetings and events
  • You will have the chance to work closely with the sales desks to help support the team's revenue goals

Do you exemplify these critical factors for success?

  • Minimum of 5 years financial services experience specifically with money market mutual funds
  • Your desire to increase the firm’s assets under management through building and maintaining strong client relationships is evident
  • Can you demonstrate strong relationship management, and a close attention to detail?
  • Are you proficient with database technology and Microsoft Excel? Your willingness to learn and grow with the team and with the organization make you a great fit for our growing business
  • Do you have energy, enthusiasm, optimism, a strong work ethic, and a high degree of integrity?
  • Education:
  • • Bachelor’s Degree

    • FINRA Series 7 and 63

    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 talented, engaged employees are essential to our continued success.

    Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It is also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You will have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us!

    Are you the right candidate? Yes!

    We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

    About State Street Global Advisors

    What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

    Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

    Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Company: State Street Global Advisors

Salary Range:

$80,000 - $132,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.