Intermediary Client Services, State Street Global Advisors, Officer

Who we are looking for

This role is a fantastic opportunity to join the talented and dynamic State Street Global Advisors Intermediary Client Coverage Team.

We are seeking a new team member with 3 years financial services experience, preferably in client service or distribution support. This role is a fantastic opportunity for a proactive individual that desires to develop a career in Client Coverage (Distribution) in asset management. The role will support the Australian Intermediary Client Coverage team in a broad range of administrative and business development activities to help reach the team’s key milestones.

The role focusses on our extensive Australian domiciled product solutions suite encompassing SPDR ETFs, unlisted managed funds and the State Street ETF model portfolios, across our key Financial Intermediary client segments including financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers. In this role you will also be partnering with our local Marketing and Investment Strategy teams to build client relationships and raise assets.

Together we will continue to build a client focused, collaborative and dynamic sales culture.

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 Intermediary Client Services Officer, you will- Support Intermediary Relationship Managers in Sales activities which include (but not limited to): assistance with client service and follow up work, portfolio and competitor analysis, CRM maintenance, meeting preparation and co-ordination, and administrative support.- Become an expert in Salesforce to drive sales efficiency and effectiveness - including managing contact details, data accuracy and sales/ marketing segment lists.- General team administration- Own the co-ordination of responses to retail clients and our outsourced client relations providers.- Build and maintain successful relationships with a broad range of clients, including financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers.- Assist with marketing campaigns via Salesforce and client facing engagement.- Be able to clearly communicate investment ideas and product information to clients and prospects.- Work closely with local Business Intelligence led to leverage business and adviser flow insights and support the Coverage team with effective sales plans.- Support the Marketing team in effective edm generation for targeted sales campaigns.

What we value

These skills will help you succeed in this role- Strong client service capabilities with some experience in the asset management industry, (preferably ETFs and managed funds) for part or all your financial services career.- Has operated in a client service, sales support role for approximately 3 years.- Understands the various Intermediary market segments and the role of investment platforms in our industry.- Degree qualified or equivalent with a financial or analytical discipline preferred.

Education & Preferred Qualifications- A degree preferably in Business or Finance field- Hold a current RG146 Qualification-
- Experience with Morningstar Direct is viewed favourably.- Working knowledge of ETFs and managed funds.- Strong verbal and written communication skills- 3 years working in a relevant financial services role providing client support for financial intermediaries.- General understanding of asset allocation.
- Additional requirements- Strong communication skills.- Confident enthusiastic and solution-oriented mind-set.- Ability to build positive relationships with internal and external clients.- Willingness to assume responsibility and take ownership of assigned tasks.- Good technical ability with investment industry knowledge.- Ability to work well within a team with strong organisational skills.- Positive and “can-do” attitude.- Willingness to roll up sleeves and navigate complexity.- Aligned with State Street's culture of corporate citizenship; and- Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.- Commitment to being a team player.- Integrity- Commitment to detail
- About State Street Global Advisors
- What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions, and financial advisors