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Client advisor
myGwork Boston, MA
$63k-82k (estimate)
Full Time 2 Months Ago
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myGwork is Hiring a Client advisor Near Boston, MA

This inclusive employer is a member of myGwork the largest global platform for the LGBTQ business community.

State Street Global Advisors, the asset management division of State Street Corporation is actively hiring a Client Support Officer.

This Officer level position will report to the Client Support Manager in the corporate headquarters at the Channel Center Building in Boston.

The Client Support Officer's primary responsibility is working with our institutional clients to ensure their trading needs are addressed to the highest level of satisfaction and any issues or problems are resolved promptly and professionally.

In addition to working with our external clients, the Client Support Officer will collaborate internally with various Business Units across SSGA including the Global Institutional Group and Portfolio Management team.

The Officer needs to be dedicated, enthusiastic, solutions oriented, and demonstrate good judgment on critical issues and resolution.

There is a need for the Officer to be an extension of the GIG team supporting the client's needs while adhering to process standards and procedures.

Job Responsibilities :

  • Ensure the highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SSGA
  • Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate
  • Maintain current client internal documentation such as Transaction Security Forms, Authorized Signers Lists, Wire Instructions, etc.

in accordance with our Corporate FTTOP Policy

  • Actively and enthusiastically offer creative solutions and always find ways to improve or enhance the client experience
  • Enforce process standards and documented procedures
  • Assist manager in quality control checks
  • Conform with the 'risk' escalation chain for operational issues and suspicious transactions
  • Act as the primary escalation contact for day to day inquiry resolution, working with members of the Client Support Team to assist clients in a timely and accurate manner
  • Propose and implement process changes within the Client Support Team, creating job aids and hosting training sessions for the team
  • Participate and / or lead project work related to multiple IT initiatives that impact Shareholders Services in the short, medium, and long term
  • Work closely with the Client Support Manager to perform front to end testing for various IT initiatives
  • Perform other duties as needed

Qualifications :

  • Bachelor's degree in Business, Finance, or equivalent work experience
  • Minimum 5 years in financial services
  • Work experience or demonstrated ability for exceptional time management capabilities
  • Ability to work in a complex, global, fast-paced environment and deliver solid action-oriented results quickly in a Hybrid Work Environment
  • Team player able to work effectively at all levels of an organization
  • Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) including a confident and professional telephone presence
  • Strong problem resolution and analytical skills

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.

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 :

$60,000 - $90,000 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.

Last updated : 2024-05-24

Job Summary

JOB TYPE

Full Time

SALARY

$63k-82k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

06/02/2024

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The job skills required for Client advisor include Initiative, Communication Skills, Time Management, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.

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If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

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Advisors do meeting with prospective new clients to earn the right to give them advice.

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Ability to build relationships with client teams and key stakeholders.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Providing excellent customer service and developed long-standing client relationships with repeat business.

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Client advisots must be excellent communicators capable of leading a team.

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Step 3: View the best colleges and universities for Client Advisor.

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