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State Street

Client Implementation & Service, Associate 2

State Street is hiring a Client Implementation & Service, Associate 2. Level rates it ; you can apply on State Street.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include client service, problem solving and communication.
  • Level classifies it as a mid-level role.
  • Level lists 1,100+ other open roles at State Street.
  • The role was posted within the past week.

AI in this role

Manage and resolve operational inquiries and ensure accurate service delivery for institutional clients and asset managers.

client-serviceproblem-solvingcommunicationcustody-knowledge

Who we are looking for

The CMS client service representative reports to a CMS manager and is responsible for qualified service delivery to their client(s) and asset managers, managing and resolving operational inquiries, perform daily assigned operational tasks.

What you will be responsible for

As < CMS representative > you will

  • Drive accountability for end to end service delivery.

  • Partner with Process and Product teams to resolve issues and ensure ownership of timely and accurate service delivery.

  • Oversees and manages operational inquiries to drive timely resolution, coordinating with internal teams and resolving issues as needed.

  • Implements best practices in technology and processes as identified by remediation plans or CMS Leads.

  • Escalates issues / incidents as necessary and ensures Account Lead is informed of any existing or potential client issues.

  • Adhere to corporate policies, guidelines, and risk and compliance programs.

  • Manage effective communication across delivery organization on behalf of client initiatives and internal change events.

  • Demonstrate ability to meet deadlines for Account and Market Opening with competent custody knowledge and experience.

What we value

These skills will help you succeed in this role

  • Effective communication

  • Good at problem-solving and strong learning ability

  • Custody and market knowledge including trade and cash instructions, sub custody communications and internal facilitation.

  • Perform well under pressure.

Education & Preferred Qualifications

  • Experience with client service or external communication is preferred

  • Financial service experience or degree preferred.

Additional requirements

May require early or late work hours.


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

How we rate this

Client Implementation & Service, Associate 2 at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Client ServiceProblem SolvingCommunicationCustody Knowledge

Questions you could be asked

  1. Tell me about a project where client service was part of your work. What did you do?
  2. Tell me about a project where problem solving was part of your work. What did you do?
  3. Tell me about a project where communication was part of your work. What did you do?
  4. Tell me about a project where custody knowledge was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Client Service, Problem Solving, Communication, and Custody Knowledge. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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