Fund Connect Client Service and Production Support, AVP

Who we are looking for

Client support specialist to assist in supporting Fund Connect trading portal

Why this role is important to us

The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

As Fund Connect Support Specialist you will

• Review Fund information on platform for completeness and accuracy
• Assist in on-boarding new Admin Operators
• Manage Holiday Calendars and Notifications
• Coordinate data set up and maintenance with the Fund Connect development team
• Resolve client inquiries/issues
• Review account balances for completeness and assist in sourcing updated data as needed
• Establish/Maintain relationships with Portal Providers
• Monitor Integrations (data, trade and file transfers) and coordinate issue resolution
• Provide platform training to all operators
• Participate in new feature testing and training
• Assist portal operators in maintaining their UAT region (balance updates, fund information)
• Assist in collating and tracking testing feedback and enhancement requests
• Ensure the adherence of all operational procedures are met and develop new procedures as needed
• Participate in periodic SLA reviews as needed
• Design and implement operational controls to support risks associated with new business
• Coordinate production support schedule including off hours support coverage as needed
• Assist with development and implementation of process monitoring tools, workflow management tools and client data sharing workflows.
• Laisse with Fund Companies for trading, fund, and onboarding activities.
• Support new money market client onboarding
• Support direct and non-direct money market trading models for Fund Connect clients
• Support Fund Connect’s ETF offering to State Street (onboarding, fund maintenance)
• Drive strategic initiatives set forth by  Globallink and Markets

What we value

These skills will help you succeed in this role

•              Strong attention to detail and the ability to handle several projects simultaneously

•              Ability to develop business relationships within and outside the organization.

•              Excellent interpersonal, communication, organizational and problems solving skills.

•              Ability to multi-task, balance workload and work in a deadline-oriented position.

Education & Preferred Qualifications

•              Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in a financial role.

•              Client Service experience

•              Technical aptitude with wide range of applications, including the MS Office suite, and virtual collaboration platforms like Microsoft Teams, Slack and Zoom.

•              Ability to understand and navigate a complex global organization.

•              Comfortable in a remote work environment, inclusive of training and feedback.

•              Fluency in English at a minimum, and any other languages a plus.

•              6 plus years related financial industry experience including 3 years of operations or client service experience

•              Working knowledge of financial industry and all related instruments.

•              Series 7 and 63 a plus

Salary Range:

$70,000 - $115,000 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.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.