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

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