Who we are looking for
A professional who will join team responsible for outsourced provision of end to end client service - compare records of the client`s Front Office System to records kept at State Street, flag and resolve differences, raise inquiries with internal teams. Additionally, direct support of Front Office - addressing queries, analysis of the client´s portfolio. have a proactive mindset to inform other business units of potential issues further downstream.
What you will be responsible for
As an Alpha Client Service Expert you will:
-
Support Front Office Data Control (FODC) reconciliation process between Record Keeping System and client front office system, i.e. Charles River Development
-
Perform daily checks on file deliverables to the clients, investigate discrepancies and ensure daily resolution of identified queries
-
Take ownership of issues resolution, engage teams as needed to gain consensus.
-
Maintain Open Actions / Issues logs which aid in tracking issues and providing a document to reference within checkpoint meetings.
-
Develop and maintain relationships with clients, and internal/external stakeholders to help aid successful delivery of service
-
Work together with global teams members to discuss strategic initiatives and close out issues
-
Assist in the analysis of current/proposed processes and recommend solutions and improved processes
-
Maintain effective communications with immediate colleagues and Management
-
Adhere to internal procedures and best practices at all times
-
Provide appropriate management information as required to support business unit decision making
-
Ensure all activities are compliant with corporate standards
-
Actively work with other team members to build team spirit to be able to grow as a group
What we value
-
Strong critical thinking, problem solving, and decision making skills
-
Team and project management experience
-
Good time management, organizational and team working skills
-
Flexibility in working outside of your responsibilities and areas of expertise
Education & Preferred Qualifications
-
Degree in Finance, Accountancy or Business related degree
-
Experience in finance industry
-
Good working knowledge of Excel
-
Good English written and verbal communication skills
-
Experience in client service considered as a plus
We offer
-
Employee savings plan
-
Hybrid working model- split between working from home and working from the office
-
Premium life insurance package
-
Additional day off for your birthday
-
VIP medical package
-
Language classes
-
Education support program
-
Soft skills trainings
-
Technical workshops
-
Development sessions with a mentor
-
Diversity of opportunities across a range of challenging and highly complex activities
-
Technical or leadership career pathway