Fund Connect Client Service Specialist,Officer

Job Description

Fund Connectis State Street’s market-leading short term liquidity trading portal offering electronic trading solutions to institutional investors. Fund Connect is a comprehensive liquidity management solution providing the cash investor real time trading risk analytics customized reporting and auto settlement across a wide range of global money market products through a single interface. Everything we do is aimed at making sure our clients value every aspect of Fund Connect from our product and technologies to our ease of doing business and our support.

Fund Connectis currently looking for a Client Service and Relationship Manager to join our team as a key contributor to service our existing relationships and serve as an On-boarding specialist for all new clients. This person will cover the interaction that Fund Connect has with its customers in a support and service-related capacity while strengthening and growing relationships with the institutional client base. With a consultative solutions oriented approach; you will be expected to demonstrate initiative energy and superior networking skills to develop trust and accountability across both the target client base and within the State Street organization.

Key Responsibilities

Maximize long-term revenue opportunities by becoming trusted advisers to clients and strengthen their loyalty by providing a superior level of client service as the central point of contact
Responsible for maintaining a full and detailed awareness of allocated clients in addition to having a general awareness of the client’s global relationship with the bank.
Develop a deep understanding of the technical and business challenges clients’ face to identify opportunities to increase sales of products and services that meet those needs.
Act as an escalation point for Clients respond to client inquiries provide ongoing communication with clients and manage clients throughout the sales on-boarding cycle
Serve as inside resource for industry and product information by developing strong knowledge of Fund Connect the competition the clients and the marketplace
Responsible for on-boarding clients serving as liaison and business subject matter expert on legal compliance account set up etc.
Ability to establish credibility and build rapport with clients and internal distribution channels
Foster and develop close working relationships with other departments and locations to ensure that client requirements and perceptions are understood by the operations development and integration teams in order to manage communication towards the external client.

Key Characteristics

Adjusts to new different or changing requirements. Listens with objectivity and checks for understanding. Persists despite obstacles and opposition or setbacks. Conveys a sense of urgency and drives issues to closure. Displays personal and corporate integrity. Demonstrates a passion for profession and a drive to improve. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.

Qualifications

Professional with 2-4 years Relationship/client service experience in the financial industry preferably inclusive of money market mutual funds and/or other capital market investment products
Outstanding initiative and a strong work ethic
Excellent interpersonal written and verbal communication skills.
Team-oriented and must possess strong integrity and professionalism
Strong time management organizational detail-orientation and problem solving skills.
Self-motivated individual that can work both independently and within a team structure
Bachelor's degree with emphasis in finance accounting or economics or equivalent work experience in a financial role
FINRA Series 7 and 63 licensed or must be obtained within 90 days of start date
Technical aptitude with wide range of applications including but not limited to the MS Office suite Salesforce.

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