Client Service Presentation- Associate 2

1 week ago


Bengaluru, India State Street Full time

Who we are looking for

The main function of the role is create and update custom and standard presentations (client reviews, consultants, prospectus, pitches, internal use etc.,) based on the request from client facing team across EMEA, NA, CANADA and APAC regions and deliver 100% quality within the stipulated business deadlines.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. 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. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Client Service Presentations you will
- Work in-line with SSGA's brand specifications and creating/modifying presentations as per the instructions.
- Ensure all requests are completed with 100% accuracy.
- Prioritize and complete the requests based on the deadlines provided on the request form.
- Coordinate with Onshore counterpart to gather required information for a presentation.
- Coordinate with the compliance for approvals
- Follow up whenever required to ensure the deliverables are met and the request is closed in the timely manner
- Should be adaptable to changes & learning.
- Should be flexible to work in shifts
- Update the Internal Job Tracker based on individual production, quality, TAT on daily basis
- Ensure to check and handover the EOD procedure to TLs according to the task

What we value

These skills will help you succeed in this role
- Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills
- Ability to learn and adapt to the change quickly
- Strong PPT skills (versions MS 2003, 2007, 2010 & Office 365)
- Good understanding of financial services and investment products
- Strong attention to detail and a focus on service

Education & Preferred Qualifications
- Graduate level or above, preferably with specialization in finance.
- Minimum 2-5 years of experience in MS office (PowerPoint, Word and excel), preferably in any Financial Organization
- Excellent communication skills

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.



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