Job Description
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
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