State StreetSales and Service Client Services, Assc1
State Street is hiring a Sales and Service Client Services, Assc1 in Taipei, Taiwan. Level rates it ; you can apply on State Street.
Level's read on this job
- Level rates this customer service role Little AI ●○○○: aI is not part of the work.
- The posting mentions MS Office, client services and portfolio management among its tools and skills.
- Level classes it as a junior role.
- State Street has 1,300+ other open roles on Level.
AI in this role
Provide client services and operational support for institutional portfolios and client accounts.
Major Responsibilities
Develop and maintain a clear understanding of assigned clients' portfolios and their requirements
Act as an intermediary between the client and various State Street operational units.
Establish a good relationship with assigned clients and their key staff
Proactively liaise and resolve between client and State Street with regard to day to day operational issues
Assist management on assigned projects
Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.
Record, investigate and resolve day to day operational queries and issues for assigned clients
Requirements
Level of Education
Bachelor degree or equivalent
Language: English / Mandarin fluency
Qualifications/Skills:
Knowledge of operational / client servicing processes
Knowledge of custody/fund accounting processes
Knowledge of all MS Office applications
2+ year experience with custody related processes and/or fund accounting is an asset.
Skills - interpersonal, numerical, problem-solving, and analytical
Strong focus on managing and resolving issues
Excellent communication (internal and external) as well as presentation skills
Ability to operate independently/team setting, but understand when to escalate issues.
Motivated to understand and respond effectively to client needs
Self-motivated and goal-oriented
Ability to operate in a deadline-oriented environment
Strong multi-tasking skills with the ability to prioritize
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
Sales and Service Client Services, Assc1 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.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ 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
Pay
- Typical customer service job
- $100k
This posting doesn't list pay. Use the typical customer service figure when pay comes up. See customer service jobs
Questions you could be asked
- Tell me about a project where client services was part of your work. What did you do?
- Tell me about a project where portfolio management was part of your work. What did you do?
- Tell me about a project where communication was part of your work. What did you do?
- Tell me about a project where problem solving was part of your work. What did you do?
- Walk me through how you've used MS Office in your day-to-day work.
Adapt your resume
- List these exact terms on your resume: Client Services, Portfolio Management, Communication, Problem Solving, and MS Office. 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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