Major Responsibilities

Develop and maintain a clear understanding of assigned clients' portfolios and their requirements

Act as an intermediary between the client and various State Street operational units.

Establish a good relationship with assigned clients and their key staff

Proactively liaise and resolve between client and State Street with regard to day to day operational issues

Assist management on assigned projects

Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.

Record, investigate and resolve day to day operational queries and issues for assigned clients

Requirements

Level of Education

Bachelor degree or equivalent

Language: English / Mandarin fluency

Qualifications/Skills:

Knowledge of operational / client servicing processes

Knowledge of custody/fund accounting processes

Knowledge of all MS Office applications

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