Associate FIX Account Manager Job at State Street Corporation

State Street is hiring for the role of Associate FIX Account Manager!

Responsibilities of the Candidate:

• Project management:  With direct oversight from a Senior FIX Account Manager or Team Lead— Serve as customer primary point of contact on all non-technical, FIX issues. Schedule, coordinate, and facilitate project kickoff, ad hoc, & recurring calls. Track service orders - installations, moves, and changes. Report to customer the statuses of:  project milestone tasks, testing/certification progress, broker approvals, and connection statuses. Coordinate calls with vendors and CRD staff and/or customers for subjects such as network & IP configurations, legal amendments, invoicing, etc. Explain routine invoicing and simple CRD FIX-related policies. Create migration projects in database for migrations of 5 or less connections for Buyside or Sellside clients and with oversight, for projects with greater than 5 connections. Send migration notices to clients. Update customer tracking database using written procedures and/or with oversight.
• With Team Lead supervision, manage customer and vendor service orders including preparation, receipt, and verification of all contract and service order documents.
• Open Legal Help tickets and with oversight, provide requisite information for MLSA amendments & track receipt thereof; send out amendments to Buysides; follow internally to completion
• Using a template, create first drafts of Sellside amendments for review by Team Lead; send out amendments, gather signatures, obtain KYC approvals, file & circulate internally. Escalate to Team Lead for all client revisions.
• Prepare reports and create spreadsheets to track and report on vendor performance and/or special requests from Sellside clients, as assigned.
• Prepare reports and create routine spreadsheets for recurring calls with implementing Buysides and/or special projects for Live Buysides.
• With oversight, perform monthly accounting-related tasks including customer invoice data preparation and vendor invoice verification.  Investigate customer and vendor invoicing issues for Second or Third Tier Buyside or Sellside clients.
• Interface with Finance and Business Development with respect to routine billing-related inquiries
• Ensure accuracy of database information and documentation. Perform extensive database testing prior to or following patches and upgrades.
• Quarterly archiving of files & folders
• Monthly updating of customer contacts for FIX-related roles

Requirements:

• Bachelor’s Degree from a leading university or college in a business-related or technical field of study.  Computer Science coursework is a plus.
• Minimum of 0-2 years’ customer service experience in a technology related environment and/or experience with FIX networks is preferred.
• Ability to understand and/or have a general knowledge of networks