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Client Relationship Manager, Officer, State Street Global Advisors
1 week ago
Why this role is important to us: The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world.
We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process.
With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles.
Purpose of Role Enhance long-term relationships with clients through exceptional client service, together with strong client engagement across the full lifecycle of their experience with SSGA, with the overriding objective of client retention.
Major Responsibilities Key point of contact for Institutional clients, ensuring the highest level of client satisfaction.
Work collaboratively with senior Client Relationship Managers and Account Executives on the day to day client management of our Strategic Partnership clients.
Manage client onboarding, setting client expectations and delivering on those expectations to get revenue over the line as swiftly as possible.
Build a comprehensive knowledge of SSGA's range of investment products/strategies.
Develop SSGA's intellectual capital through the use of Salesforce to record meeting notes and key information on clients/consultants.
Present to clients and their investment consultants as part of periodic investment reviews.
Proactively maintain Salesforce, ensuring contacts, new opportunities or risks are recorded promptly As the first line of contact with clients, ensure the firm's anti-money laundering and know-your-customer policies (AML/KYC) are properly adhered to at on-boarding and throughout the relationship lifecycle Demonstrate risk excellence through adhering to a robust compliance culture.
Effectively communicate with colleagues within the organization, including, but not limited to, investment, operations, legal & compliance teams, with a view to maximising opportunities and mitigating threats.
Education and Experience Completed University degree or equivalent degree from a business school.
5 years' experience in a financial institution Experience within an investment management firm preferred Global mindset and appreciation of operating in a diverse working environment.
Excellent presentation and communication skills.
Effective planning and organising abilities.
Commitment to risk, compliance, governance and regulation policies and procedures.
Interest in and knowledge of investment markets.
Personal Profile Strong communication skills Self-motivated and entrepreneurial approach Confident and dedicated Strong organisation skills and attention to detail Thrives within a collaborative environment Enthusiastic, motivated and open Excellent time-keeping and adherence to deadlines State Street's Speak Up Line To be considered for this role you will be redirected to and must complete the application process on our careers page.
To start the process click the Continue to Application or Login/Register to apply button below.
