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Client Service and Production Support Specialist, Officer
State Street. Support onboarding of new money market clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding and operational support within financial services, with a strong focus on process monitoring, workflow management, and relationship building. Proficient in utilizing collaboration tools and maintaining operational controls to ensure compliance and efficiency.
Highest-signal resume keywords
Client OnboardingOperational SupportFinancial Services ExperienceProcess MonitoringRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ServicesClient ServiceData ManagementOperational ProceduresFund MaintenanceTesting and TrainingRisk MitigationWorkflow ManagementSLA ReviewsAttention to Detail
Soft Skills
Interpersonal SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsAbility to Manage Multiple Priorities
Tools & Technologies
Microsoft OfficeGrafanaFreshdeskMicrosoft TeamsVirtual Collaboration Tools
Industry Keywords
Money MarketETF OfferingFinancial InstrumentsGlobal OrganizationClient Data Sharing
Tech Stack
Tools & technologiesGrafana
About the role
Key responsibilities & impact- Support onboarding of new money market clients
- Support onboarding and fund maintenance for Fund Connect’s ETF offering
- Assist with onboarding new administrative operators
- Coordinate data setup and maintenance with the Fund Connect development team
- Investigate and resolve client inquiries and production issues
- Review account balances and source updated data as needed
- Build and maintain relationships with portal providers
- Monitor data, trade, and file-transfer integrations and coordinate issue resolution
- Provide platform training to operators
- Participate in testing and training for new features
- Maintain UAT environments, including balance updates and fund information
- Track testing feedback and enhancement requests
- Ensure adherence to operational procedures and develop new procedures as needed
- Participate in SLA reviews
- Design and implement operational controls to mitigate risks
- Participate in regional production-support schedules, including off-hours coverage
- Develop and implement process-monitoring, workflow-management, and client data-sharing tools
- Liaise with fund companies on trading, fund maintenance, and onboarding
- Support direct and non-direct money market trading models
- Advance strategic initiatives established by GlobalLink and Global Markets
- Manage holiday calendars and client notifications
- Review fund information for completeness and accuracy
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent professional experience in financial services
- Demonstrated client service experience
- Strong technical aptitude and proficiency with Microsoft Office, Grafana, Freshdesk, Microsoft Teams, and other virtual collaboration tools
- Ability to understand and navigate a complex global organization
- Comfort working in a remote environment, including participating in virtual training and providing and receiving feedback
- Fluency in English required
- Five or more years of relevant financial services experience, including at least three years in operations or client service
- Working knowledge of the financial services industry and related financial instruments
- Strong attention to detail and ability to manage multiple priorities
- Ability to build and maintain effective relationships with internal and external stakeholders
- Excellent interpersonal, communication, organizational, and problem-solving skills
- Ability to prioritize competing demands and deliver high-quality work in a deadline-driven environment
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
- Remote-environment work support