Fund Connect Client Service and Production Support Specialist

1 day ago


Boston, Massachusetts, United States State Street Corporation Full time
Fund Connect Client Service and Production Support Specialist

Join State Street Corporation, a leading financial services company, as a Fund Connect Client Service and Production Support Specialist. In this role, you will provide exceptional client service and support to our clients using the Fund Connect White Label Portal.

Key Responsibilities:
  • Review fund information on the platform for completeness and accuracy
  • Manage holiday calendars and notifications
  • Coordinate data setup and maintenance with the Fund Connect development team
  • Review account balances for completeness and assist in sourcing updated data as needed
  • Monitor integrations (data, trade, and file transfers) and coordinate issue resolution
  • Provide platform training to operators
  • Participate in new feature testing and training
  • Assist portal operators in maintaining their UAT region (balance updates, fund information)
  • Assist in collating and tracking testing feedback and enhancement requests
  • Design and implement operational controls to support risks associated with new business
  • Coordinate production support schedule, including off-hours support coverage as needed
  • Assist with development and implementation of process monitoring tools, workflow management tools, and client data sharing workflows
Requirements:
  • Strong attention to detail and ability to handle multiple projects simultaneously
  • Bachelor's degree in finance, accounting, or economics, or equivalent work experience in a financial role
  • Client service experience
  • Technical aptitude with a range of applications, including the MS Office suite, and virtual collaboration platforms like Microsoft Teams, Slack, and Zoom
  • Comfortable in a remote work environment, inclusive of training and feedback
  • Fluency in English, with any other languages a plus
  • 6+ years of related financial industry experience, including 3 years of operations or client service experience
  • Working knowledge of the financial industry and related instruments
About State Street Corporation:

State Street Corporation is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data and analytics, investment research and trading, and investment management to institutional clients. We offer a range of benefits, including generous medical care, insurance, and savings plans, as well as flexible work programs and development opportunities.

We are committed to inclusion, diversity, and social responsibility, and we engage actively with our communities around the world. We offer tools to help balance your professional and personal life, paid volunteer days, a matching gift program, and access to employee networks that help you stay connected to what matters to you.



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