Sales Support and Effectiveness, Senior Associate

Posted Yesterday
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2 Locations
Mid level
Financial Services
The Role
The Senior Associate in Sales Support will oversee the deal review process, collaborate with senior managers, create client presentations and responses, manage governance tasks, and reconcile reports to ensure accuracy. The role requires proactive problem-solving, strong communication skills, and excellent organization to effectively support the Relationship Management team.
Summary Generated by Built In

Who we are looking for

Seasoned professional with Bachelor’s degree in business or related field, Japanese/English bilingual (written/verbal) and minimum of 3 years of experience in the financial services industry.

Proactiveness, Ownership, Growth mind-set, as well as Integrity are key success factors to this job.

Key Responsibilities

  • End-to-end accountability for the deal review process, from deal team documentation prep to receiving sign-off from deal team members to document scanning and filing.

  • Work closely with senior managers in the Relationship Management (RM) team and lead both multi-month and one-off projects on behalf of the RM team

  • Create Client presentation materials, RFP and RFI responses, and due diligence packages, while creating and maintaining a master copy of the most up-to-date RFP responses

  • Act as a back up to RM-led governance tasks, including Conflict of Interest management, joint call report reconciliation, and other department and division-related control tasks

  • Reconcile RM call reports to ensure timely input into the Bank’s global CRM platform

  • Review and, where practical, streamline the division’s procedures and rules

  • Work closely with Operations, Compliance, Legal and other local and regional functions to ensure the timely delivery of internal and Client-facing documentation and tasks

  • Ensure prompt follow up and resolution of any day-to-day issues

Behavior

Self-motivated and able to work both independently and in a team

Team player, with the ability to effectively work with and cooperate with other members of a business unit comprised of 15-20 members. 

What we value

These skills will help you succeed in this role

  • Demonstrated knowledge of critical relationships and ability to leverage relationships to enhance the company’s position

  • Demonstrated expertise in asset management, asset servicing and trading

  • Sales, client service and relationship management skills

  • Ability to negotiate and influence others

Qualifications / Skills

  • Ordered, disciplined approach to work with the ability to adapt to changing requirements / work environment

  • Highly organized with the ability to prioritize effectively; Excellent communication skills -both written and verbal- with the ability to communicate effectively, both within the Bank as well as with external Clients

  • Very strong PC skills, with a focus on Microsoft Office

  • High degree of accuracy and attention to detail

  • Results oriented with solid time management skills

  • Ability to work to deadlines

  • proactive with the ability to work independently. 

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.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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The Company
Brisbane City
39,782 Employees
On-site Workplace

What We Do

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future

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