Talent.com
Operations Client Service, Officer
Operations Client Service, OfficerState Street • Boston, MA, US
Operations Client Service, Officer

Operations Client Service, Officer

State Street • Boston, MA, US
Hace 22 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Client Implementation Associate

As the Client Implementation Associate, you will :

Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including :

  • Client fundings for separate accounts and commingled funds
  • Client mandate changes
  • Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
  • Client and Fund liquidations and terminations
  • In-kind contributions and withdrawals
  • Custodian and Recordkeeper changes
  • Contractual review including comments and approvals
  • Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
  • This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
  • Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
  • Make adjustments to plan and execution, depending on external needs and internal business policies and standards
  • Participate in or lead projects aimed at continually improving the firm's overall business processes
  • Own, along with the Investment team, the process of implementing a client event from an investment perspective

These skills will help you succeed in this role :

  • Minimum 6 years' experience in the investment management field with specific focus on investment operations and investment experience
  • Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
  • Strong desire to continuously improve industry and investment knowledge
  • Strong project management skills
  • Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
  • Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
  • Ability to take a leadership role in the decision-making process and bringing parties to a consensus
  • Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
  • Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
  • Consistent track record of successfully leading client events
  • Excellent written & verbal communications and presentation skills
  • Great teammate with a positive attitude
  • Bachelor's Degree required, with a CFA / MBA or equivalent experience preferred
  • Salary Range : $65,000 - $102,500 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.

    Job Application Disclosure : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    Crear una alerta de empleo para esta búsqueda

    Client Officer • Boston, MA, US

    Ofertas relacionadas
    Client Implementation & Service, Officer

    Client Implementation & Service, Officer

    State Street • Quincy, MA, US
    A tiempo completo
    Responsible for Corporate Action Instruction Processing and Audit.Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action acti...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Operations Client Service, Senior Associate

    Operations Client Service, Senior Associate

    State Street • Quincy, MA, US
    A tiempo completo
    Client Service Specialist who will provide proactive management and oversight of Investment / Asset Manager relationships through daily interaction management, regular service reviews, and professi...Mostrar más
    Última actualización: hace 18 días • Oferta promocionada
    Client Executive

    Client Executive

    Signers National • Boston, MA, US
    A tiempo completo
    Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonp...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Travel Clinical Pharmacist

    Travel Clinical Pharmacist

    ALOIS Healthcare • Plymouth, MA, US
    A tiempo completo
    ALOIS Healthcare is seeking a travel Clinical Pharmacist for a travel job in Plymouth, Massachusetts.Job Description & Requirements. Clinical pharmacists : Assess the status of the patient's ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Travel Clinical Pharmacist - $3,042 per week

    Travel Clinical Pharmacist - $3,042 per week

    ALOIS Healthcare • Plymouth, MA, United States
    A tiempo completo
    ALOIS Healthcare is seeking a travel Clinical Pharmacist for a travel job in Plymouth, Massachusetts.Job Description & Requirements. Clinical pharmacists : Assess the status of the patient's health p...Mostrar más
    Última actualización: hace 10 días • Oferta promocionada
    Client Service Associate

    Client Service Associate

    GW&K Investment Management, LLC • Boston, MA, US
    Indefinido
    The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This role is based in our Boston, MA office with a hybrid schedule.Resp...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Client Operations DirectorBoston, Massachusetts, United States

    Client Operations DirectorBoston, Massachusetts, United States

    Ketryx • Boston, MA, US
    A tiempo completo
    Ketryx is on a mission to save and improve lives by making medical software and AI safe, secure, and reliable.We empower software teams building medical applications to create compliant, high-quali...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Cyber Co-Op

    Cyber Co-Op

    FM • Plainville, MA, US
    A tiempo completo
    FM is a leading property insurer of the world's largest businesses providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance sol...Mostrar más
    Última actualización: hace 15 horas • Oferta promocionada • Nueva oferta
    Dispatch / Office Manager

    Dispatch / Office Manager

    HAPPY WHEELS CHARTER LLC • Gloucester, MA, US
    A tiempo completo
    Transporation Company looking for a dynamic, team player, and reliable candidate to join our fast-growing transportation company. Looking for candidate That has experience in the.Schoo Bus Transpora...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Client Services Manager

    Client Services Manager

    Apex Companies • Quincy, MA, US
    A tiempo parcial
    Are you highly motivated, hard-working, and seeking to join a growth-focused consulting & engineering firm? Are you looking for a company that will invest in your development and grow your professi...Mostrar más
    Última actualización: hace 3 días • Oferta promocionada
    Operations Associate

    Operations Associate

    Kula Bio Inc • Natick, MA, US
    A tiempo completo
    Kula Bio is at the forefront of sustainable agriculture, providing pioneering nitrogen solutions that empower farmers to increase crop yields and support environmental stewardship.Our cost-effectiv...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Client Service Manager

    Client Service Manager

    Manulife • Boston, MA, US
    A tiempo completo
    Deliver high level client service through reactive and proactive communication.Respond, within service standards, to all incoming inquiries from clients and advisors. Complete plan level administrat...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Client Services Associate

    Client Services Associate

    Winged Keel Group • Boston, MA, US
    A tiempo completo
    Quick Apply
    Winged Keel Group is the premier national high-end life insurance platform.With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Lif...Mostrar más
    Última actualización: hace más de 30 días
    Client Relations Officer

    Client Relations Officer

    Securitas • Burlington, MA, US
    A tiempo completo
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and high-signal to noise ratio.Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Alternative Investment Services Core Operations, Officer

    Alternative Investment Services Core Operations, Officer

    State Street • Quincy, MA, US
    A tiempo completo
    Officer For Quincy Office Location.We are looking for an Officer for our Quincy office location to service Private Equity Custody Clients for our Custody division of our Alternative Investment Solu...Mostrar más
    Última actualización: hace 25 días • Oferta promocionada
    Cash Management Services Teller

    Cash Management Services Teller

    Loomis • Taunton, MA, United States
    A tiempo completo
    Cash Management Services Teller.Conduct deposit verification and / or change order preparation using specialized counting equipment and procedures. Separate currency, coin, and / or check deposits recei...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Proposal Operations Manager

    Proposal Operations Manager

    L3Harris Technologies • TOPSFIELD, Massachusetts, United States
    A tiempo completo
    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers’ mission and quest ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Citizens Teller

    Citizens Teller

    Citizens • Salem, NH, United States
    A tiempo completo
    Description Starting Salary : $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada