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Client Service Support Specialist, Associate 1
State Street. Support Client Service teams in Client Portfolios by providing differentiated client experience through globally consistent roles, responsibilities, and business controls .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving skills while providing exceptional client service and support. Proficient in Microsoft Office tools, particularly Excel, with a focus on accuracy and attention to detail in operational tasks.
Highest-signal resume keywords
Client Service SupportMicrosoft Excel ProficiencyAnalytical MindsetCommunication SkillsProcess Optimization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft OfficeExcelNumeracy SkillsLiteracy SkillsAnalytical ThinkingAttention to DetailOperational Task ManagementProject ManagementData AnalysisProblem-Solving
Soft Skills
CommunicationInfluencingTeam PlayerTime ManagementProactive Approach
Industry Keywords
Client PortfoliosFinancial ServicesCustodyFund AdministrationMiddle OfficeClient Service OperationsRegulatory RequirementsService Quality InitiativesOperational StandardsProcess Controls
About the role
Key responsibilities & impact- Support Client Service teams in Client Portfolios by providing differentiated client experience through globally consistent roles, responsibilities, and business controls
- Create Client KPI packages and conduct periodic reviews
- Manage client access and facilitate prioritization of new client service activities, including market events and State Street technology initiatives
- Manage recurring and one-time multi-portfolio projects requiring Client Service action
- Provide support to external and internal clients, client service leads, relationship managers, and State Street internal teams
- Process operational tasks, queries, and ad hoc projects accurately and on time
- Prepare scheduled deliverables for further review in line with operational standards
- Resolve inquiries and exceptions in collaboration with functional teams and State Street peers
- Investigate, research, and resolve client and relationship manager issues and queries
- Act as first point of contact for client service-related issues
- Provide timely, accurate, and professional responses to inquiries
- Keep Team Managers informed of daily progress and open request status
- Identify and escalate service issues with potential client impact
- Follow internal procedures, controls, and regulatory requirements and report control gaps
- Identify process optimization opportunities, including AI solutions, and support efficiency and service quality initiatives
- Maintain communication with team members and liaise with internal teams to improve service delivery
- Meet deadlines for daily work and project activities
- Maintain and update departmental procedures, job aids, and controls
- Pursue personal development through training platforms and growth opportunities
Requirements
What you’ll need- Good command of English (additional languages are an asset)
- Proficiency in Microsoft Office tools, particularly Excel
- Very good communication, influencing, and problem-solving skills
- Strong analytical mindset with attention to detail
- Ability to work across functions and navigate ambiguity
- Proactive, accountable, and solution-oriented approach
- Numeracy / Literacy skills
- PC literate and fluent in use of Excel spreadsheets
- MS Office knowledge on competent level
- Good written and verbal communication
- Very good English required
- Organization and time management skills
- Ability to operate under pressure with time-sensitive deadlines
- Analytical and critical thinking
- Accuracy, good quality of work and attention to details
- Ability to take ownership and initiative in your work, action orientation
- Drive to continue learning and skills development
- Team player
- Education in financial services, custody, fund administration, middle office, or client service operations, including a background in quantitative or analytical disciplines
- Entry level; previous experience not required
- Minimum three days per week working from the office
Benefits
Comp & perks- Permanent contract from day one
- Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
- Gold Medical Package for employees and their families (partner and children)
- Premium life insurance package and private pension plan
- Wide range of soft skills training, technical workshops, language classes and development programs
- Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
- Variety of well-being programs
- Additional benefits available depending on the seniority of the role
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks