Customer Success Specialist

State Street

2 - 5 years

Pune

Posted: 07/06/2025

Job Description

As part of the Professional Services team within Charles River Private Market, the Associate will be responsible for handling customer support queries. This includes resolving support tickets, completing assigned tasks, gaining a solid understanding of the product, and assisting customers—primarily through email communication.

While this is an individual contributor role, it involves regular collaboration with internal teams and external clients, as well as daily coordination with fellow support team members. Accurate documentation of work hours is also a key responsibility.

Key Responsibilities:

Task Execution: 

  • Complete daily assigned tasks efficiently and on time.
  • Work Quality: Deliver high-quality work with attention to detail and accuracy. Aim for zero errors.
  • Efficiency: Maintain a high level of productivity and time management.
  • Accountability & Reliability: Take ownership of assignments, meet deadlines, and be flexible when needed.
  • Ad-hoc Support: Assist with additional tasks as assigned by the manager or team.

Preferred Skills:

  • Excellent verbal and written communication
  • Basic to intermediate proficiency in Microsoft Excel
  • Familiarity with CRM tools like Zendesk or Salesforce is a plus

First-Year Goals:

  • Build product knowledge and understand support workflows
  • Develop strong working relationships with stakeholders
  • Contribute to team productivity and quality standards

Job Requirements:

  • Willingness to work in 24x7 shifts, including weekends and holidays, if required
  • Comfortable in a hybrid or office-based work environment
  • Strong communication skills across all organizational levels
  • Analytical mindset with problem-solving ability
  • Detail-oriented and process-driven
  • Experience with BI tools or data modelling is a plus
  • Adaptability to thrive in a fast-paced, evolving environment

Note: This role is also open to freshers who demonstrate strong communication skills, a willingness to learn, and a proactive attitude.

About Company

State Street Corporation is a leading global financial services company headquartered in Boston, Massachusetts. Founded in 1792, State Street is one of the oldest financial institutions in the United States. It specializes in investment servicing, investment management, and investment research and trading for institutional clients.

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