Investor Services, Associate

at  State Street Corporation

YOUR ROLE

The Investor Services Associate 1 acts as the first point of contact for all daily external enquiries received by the Investor Services department. By demonstrating excellent communication skills, a team-oriented approach and by successfully handling multiple demands from external parties or the management line. The Associate 1 will deliver a high quality of service to all clients in line with the company’s targets and expectations.

YOUR RESPONSIBILITIES

• Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
• Provide support, escalate when necessary to senior members of the team and resolve any queries received from external and internal parties
• Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
• Process data to produce reports and ad-hoc documents requested by internal and external parties.
• Perform callbacks to validate data changing and high value trades in order to secure the process.
• Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.