Account Manager Account Manager …

State Street Bank
in Burlington, MA, United States
Permanent, Full time
Be the first to apply
Competitive
State Street Bank
in Burlington, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Account Manager
Associate FIX Account Manager - Charles River Burlington Massachusetts/en-US/Global/job/Burlington-Massachusetts/Associate-FIX-Account-Manager---Charles-River_R-633759/apply

A staff position assisting with the management of customer and vendor service orders. With direct supervision, serving as domestic and UK-based customers primary point of contact for non-technical issues, project management of initial customer setup and moves/changes, tracking and communicating status, obtaining and maintaining database of associated data, reviewing and managing customer and vendor invoice data. Archiving emails and updating folders and other routine database maintenance. Additional tasks & projects as assigned.

  • Serve as customer primary point of contact on all non-technical, FIX issues. Schedule, coordinate, and facilitate project kickoff & 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.
  • 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 FIX Account Manager or Team Lead; send out amendments, gather signatures, file & circulate internally. Escalate to Team Lead for all client revisions.
  • Prepare reports and create spreadsheets to track and report on vendor performance
  • Prepare reports and create routine spreadsheets for recurring calls with implementing Buysides and/or special projects for Live Buysides.
  • 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
  • Perform database entries for connections for all implementing Buyside clients
  • Database audit verification and reconciliations
  • Entry of connections for Non-CRN buysides for FIX Licensing
  • Open VPN tunnel tickets for Buyside & Sellside clients; track VPN tickets to completion and update applicable spreadsheet and database for proper invoicing.
  • Additional support tasks or special projects as assigned

Qualifications:

  • Bachelors Degree from a leading university or college in a business-related or technical field of study.
  • 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
  • Familiarity with managing associated record/inventory information, service order tracking, and accounting/invoicing procedures.
  • Ability to partner with various internal departments to deliver superior customer service
  • Solid time management skills including the ability to manage multiple projects in parallel while meeting set deadlines
  • Must be customer driven with a focus on providing a high quality of service
  • Strong attention to detail with the ability to differentiate small differences within large amounts of data; accuracy for database information management.
  • Ability to work within a small team environment supporting all team members projects
  • Intermediate-level Excel spreadsheet skills
  • Have strong interpersonal, verbal, and written communication skills.
  • 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
  • Perform database entries for connections for all implementing Buyside clients
  • Database audit verification and reconciliations
  • Entry of connections for Non-CRN buysides for FIX Licensing
  • Open VPN tunnel tickets for Buyside & Sellside clients; track VPN tickets to completion and update applicable spreadsheet and database for proper invoicing.
  • Additional support tasks or special projects as assigned.

Qualifications:

  • Bachelors Degree from a leading university or college in a business-related or technical field of study.
  • 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
  • Familiarity with managing associated record/inventory information, service order tracking, and accounting/invoicing procedures.
  • Ability to partner with various internal departments to deliver superior customer service
  • Solid time management skills including the ability to manage multiple projects in parallel while meeting set deadlines
  • Must be customer driven with a focus on providing a high quality of service
  • Strong attention to detail with the ability to differentiate small differences within large amounts of data; accuracy for database information management.
  • Ability to work within a small team environment supporting all team members projects
  • Intermediate-level Excel spreadsheet skills
Posted 3 Days AgoFull timeR-633759

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