Michael Zervos
vice president client service manager at state street@ State Street
Greater Boston
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Michael Zervos is a highly experienced professional with 19.4 years of work experience in advertising, brand development, brand awareness, marketing strategy, and marketing research. He holds a Bachelor of Science degree in advertising with a focus on brand recognition and market research. Michael has worked in various departments, including Cash, Custody, Trade, and Reconciliation Services, managing operations across clients and portfolios. He has also held positions as a manager within the Global Services Department and as a client-facing manager. Michael is dedicated, determined, and dedicated to success.
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Emails and Phone Numbers

@gmail.com
@statestreet.com
+1 617664****
+1 617786****
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About

I completed my Bachelor of Science degree in advertising with a focus on brand recognition and market research in May of 2011. Upon graduation, I ventured into the world of financial services at State Street Corporation. From 2011 to 2016 I worked in numerous departments such as Cash, Custody, Trade and Reconciliation Services, where I focused on managing all aspects of operations across many clients and portfolios. In 2016, I transitioned to a client facing role as a manager within the Global Services Department, where I hosted weekly calls and worked on daily & adhoc projects for the client and investment managers. As of May 2018, I pursued a new opportunity to manage the largest and most complex portfolios within the bank, focusing on product enhancements and new client initiatives in addition to the daily operations. Management duties include but are not limited to fund/share class liquidations & launches, TIKs, currency hedging oversight, P&L analysis, bespoke process improvements, new securities/product review, host client meetings, NAV reporting, audit and much more. As I continue to grow my career here at State Street, I look to develop my financial knowledge and incorporate these skills into my future aspirations. Determination and dedication are the keys to success. Specialties: Advertising, Marketing, Brand Recognition, Business Management, Hotel Management, Wealth Management, Custody, Accounting, Reconciliation, Mutual Funds, ETFs, Equities, Fixed Income, Bonds, Liquidations, TIKs, Customer Service, Creative Design, Website Development

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Work Experience

One Lincoln St, Boston, Massachusetts, 02111, US

Financial Services

35030
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Michael Zervos's Professional Milestones

  • vice president client service manager at state street (2011-07-01~2013-02-01): Delivered exceptional customer service services, resulting in increased client satisfaction and retention.
  • Client Cash Expert Associate II (2013-02-01~2015-03-01): Providing exceptional financial assistance to clients, enhancing their financial stability and profitability.
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Education

Suffolk University
Suffolk University

Marketing,

Advertising,

Bachelors,

Bachelor Of Science,

Advertising, Marketing

2007-2011