State Street Corporation

Customer Success Representative

State Street Corporation$120K — $202K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in financial services, specifically with investment management and trading systems (e.g., Charles River IMS).
  • Strong background in designing and delivering IT services with a preference for ITSM certification.
  • Ability to collaborate effectively with internal teams to enhance customer service.
  • Familiarity with servers, networks, programming, and disaster recovery practices is advantageous.
  • Excellent communication and troubleshooting skills, both verbal and written.
  • Bachelor's degree in a technical or analytical field required.
  • Preferred experience with Salesforce and ServiceNow platforms.

Responsibilities

  • Serve as the primary contact for clients to address and resolve issues promptly.
  • Collaborate with support teams to ensure seamless delivery of service and issue resolution.
  • Hold regular meetings with the Relationship Manager to assess team performance and strategy.
  • Provide timely responses to client inquiries to maintain high satisfaction levels.
  • Deliver consistent updates to clients regarding ticket status and ongoing issues.
  • Foster strong relationships with clients by understanding their needs and addressing them effectively.
  • Proactively communicate potential issues and ensure clients are kept informed.
  • Generate detailed support status reports to highlight performance metrics and maintain transparency with clients.
  • Keep clients updated on system changes, releases, and patches, confirming completion.

Benefits

  • 401K retirement savings plan with company match.
  • Comprehensive insurance coverage including medical, dental, vision, and life insurance.
  • Paid time off encompassing vacation, sick leave, and family care leave.
  • Employee Assistance Program for personal and professional support.
  • Eligibility for annual performance-based incentive compensation awards.
  • Opportunity to participate in tax-advantaged savings plans.
Full Job Description
Background:

A client-facing, business and technical staff position responsible for all aspects of managing production Charles River IMS systems for multiple Clients as part of the Charles River Software as a Service (Saas) offerings which includes Application Management for hosted and non-hosted clients.

Responsibilities:

This role will involve working closely with Clients, providing expert level remote management, administration and support for Client production Charles River IMS solutions, including:

  • Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding any issues that arise. This involves promptly acknowledging and addressing concerns to ensure client satisfaction.


  • Collaboration with Support Teams: Partners with all parts of CRD and STT support teams to ensure comprehensive service delivery. By working together, they address client issues end-to-end and enhance the overall quality of service.


  • Regular Meetings with Relationship Manager (RM): Schedules consistent meetings with the Relationship Manager to evaluate the POD team's performance. These discussions focus on identifying areas for improvement, celebrating successes, and ensuring that the team's efforts align with client expectations and company goals.


  • Prompt Response to Inquiries: The representative is responsible for promptly acknowledging and responding to incoming support issues to maintain client satisfaction.


  • Regular Updates to Clients: Keeps clients informed with regular and transparent updates on the status of their tickets and any ongoing issues.


  • Building Client Relationships: Develops strong, positive relationships with clients to understand their needs and ensure they feel supported and valued.


  • Proactive Communication: Anticipates client needs and reaches out before issues arise. This involves regularly scheduled updates and being accessible for any urgent matters.


  • Support Status Reports: Generates and distributes detailed reports that showcase the status of support activities, including ticket resolution times, ongoing issues, and other key metrics. These reports help maintain transparency with clients and highlight areas of strength.


  • Updates on Changes, Releases, and Patches: Keeps clients informed about changes, releases, and weekend patches, and confirms once they are complete.


  • Client Advisory Board Participation: Participates in the Client Advisory Board to ensure that any details or concerns are brought back into the pod and addressed.


Skills, Experience & Qualifications Required:

  • Experience with Financial Services Investment Management, Trading or related systems highly preferable ( e.g. Charles River IMS)


  • Proficiency in designing, planning, operating, and delivering IT services, enhancing IT processes and improving customer value. ITSM (IT Service Management) certification preferred


  • Proven ability to partner with various internal departments to deliver superior customer service.


  • Any experience with the following is preferred: servers, operating systems, networks, scripting, XML, programming languages, job scheduling software, system monitoring software and disaster recovery/business continuity.


  • Excellent customer service skills, technical troubleshooting skills, and interpersonal, verbal, and written communication skills.


  • Bachelor's degree in a technical or analytical discipline


  • Minimum of 7+ years' relevant industry experience


  • Salesforce / ServiceNow experienced user preferred


Salary Range:
$120,000 - $202,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ

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