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State Street

Client Services Manager, Assistant Vice President

State Street is hiring a Client Services Manager, Assistant Vice President. Level rates it ; you can apply on State Street.

Level's read on this job

  • On Level's scale, this customer service role is Little AI ●○○○: aI is not part of the work.
  • Level classes it as an executive role.
  • State Street has 1,100+ other open roles on Level.
  • Posted in the last few days.

AI in this role

Who we are looking for

Reporting to the Client Service Vice President lead, the Client Service Assistant Vice President will be responsible for ensuring the highest possible service levels are delivered for key strategic clients.

The Client Service AVP acts as a senior point of contact providing oversight and coordination across the end-to-end servicing relationships. The role works closely with Fund Accounting, Custody, Transfer Agency, Depositary, Tax, Compliance, Billing and Change teams to ensure client requirements are understood, progressed and delivered effectively.

This is a hands-on role in which the Client Service AVP will spend a substantial portion of time applying their expertise to solutioning for, and delivering, complex client change requirements, from initial consultation through to successful implementation.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

Why this role is important to us

You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

What you will be responsible for

As a Client Service AVP, you will:

  • Support fund launches, closures, mergers, name changes and other client-driven change initiatives.
  • Support Client solutioning / consultation - support for new client products & fund structures op model.
  • Support onboarding and implementation activity, ensuring relevant internal teams, systems and service requirements are aligned.
  • Manage day-to-day relationships with assigned clients, acting as a central escalation and coordination point.
  • Oversee client queries, operational issues and service deliverables, coordinating resolution across internal teams.
  • Work with operational and control functions to investigate service issues and communicate clear, timely updates to clients.
  • Develop strong working relationships across the organization to navigate dependencies and drive client requirements through to completion.
  • Identify recurring service issues and opportunities to improve the client experience and operating model.
  • Support senior Client Service leadership on relationship management, governance and strategic client initiatives.

What we value

These skills will help you succeed in this role

  • Strong technical knowledge of fund accounting processes, analytical thinking and problem-solving.
  • Excellent stakeholder management, communication, problem-solving and organizational skills.
  • Comfortable managing multiple priorities and coordinating across complex, multi-functional operating models.

· Self-motivated with strong work ethic.

Education & Preferred Qualifications

  • Primary Degree or Professional or Accounting qualification equivalent
  • Minimum 7 years experience working in the provision of fund administration service preferred

Additional requirements

  • Skilled communicator, both verbal and written
  • Excellent attention to detail
  • Ability to work well in a fast paced, high-volume atmosphere and to tight deadlines
  • Team player

Work Requirement

  • Hybrid - 4 days in office
  • Standard working hours are 9:00am – 5:30pm

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.


We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.


As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

How we rate this

Client Services Manager, Assistant Vice President at State Street rates 39 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

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Pay

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