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State Street

Sales and Service Client Services, Off

State Street is hiring a Sales and Service Client Services, Off. Level rates it ; you can apply on State Street.

Level's read on this job

  • Level rates this customer service role Little AI ●○○○: aI is not part of the work.
  • The posting mentions client services, relationship management and project management among its tools and skills.
  • Level classes it as a senior role.
  • State Street has 1,300+ other open roles on Level.
  • Posted in the last few days.

AI in this role

Manage client service relationships, operations, and support delivery for institutional investment services.

client-servicesrelationship-managementproject-managementoperations

Who we are looking for

We are currently looking for an experienced Client Service Manager to join our Client Service Team.


Why this role is important to us

State Street Global Delivery, provides asset owners and managers with a wide range of support, from core custody, accounting and fund administration to complete servicing for complex alternative assets like OTC derivatives and private equity.  We also deliver innovative performance measurement and analytics tools, giving our clients information they need to make better-informed decisions. State Street is among the world’s leading institutional investment servicing providers. 
State Street Global Services, provides the essential financial infrastructure for delivering effective investment servicing solutions globally. Our capabilities in asset servicing, operations outsourcing and analytics enable our clients to manage operational risk, optimize their cost structures, enhance the value of their services and act on growth opportunities – across all major markets. Our combination of consistency and creativity is what helps our clients face the future with confidence
 

What you will be responsible for

As Client Service Manager, you will

  • Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street’s full range of services as their needs and our services evolve
  • Manage activities in servicing client relationships and client operations i.e. respond to escalated issues, communicate resolution to clients, monitor metrics around inquiries being resolved at point of contact, and escalate unresolved issues to senior management as needed
  • Keep senior management informed of new developments, service issues, and new business opportunities
  • Facilitate cross-functions/teams communication to resolve client issues/queries and deliver high quality services
  • Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation
  • Provide Subject Matter Expertise for new business on-boarding and other projects as required
  • Drive relevant project work to improve client service
  • Lead continuous evaluation of team operations, encouraging innovative ideas to enhance efficiency, reduce risk or increase revenue
  • Review broad array of operating standards driving innovation, strategic opportunities and best practices
  • Effectively deliver key messages & communication to ensure relevant parties are informed of any client’s activities
  • Assist with compliance/fiduciary reviews, controls, and audits as appropriate
  • Sound risk and compliance controls with immediate resolution of non-compliant items identified
  • Adhere to State Street corporate policies and procedures including but not limited to the Standard of Conduct
  • Perform other duties as required

What we value

  • Strong leadership skills - the candidate must be very comfortable with taking on responsibility and accountability.
  • Strong communication skills - there is a significant amount of interaction with clients, senior management and other key stakeholders.
  • Strong change agent – the team and company generally are undergoing a significant amount of change and transformation in terms of processes, operating model and business requirements. We need someone who is willing to embrace and address these challenges.
  • Strong technical, critical thinking and creative thinking skills – the range of daily issues as well as the need to come up with creative solutions to client requests requires an adaptable and creative approach.

Education & Preferred Qualifications

  • The successful candidate will have experience in custody / fund accounting / fund administration environment with significant exposure to both BAU tasks and client services.
  • Our Business needs you to help drive our APAC strategy forward and successfully achieve our corporate goals. Your ability to lead, motivate and inspire others to achieve these goals coupled with your dedication to contributing to team success will see you excel in this role.
  • You will possess a high level of professional maturity and be able to communicate with clients, managers and peers as well as demonstrated stakeholder management experience.
  • Previous financial services experience and market knowledge are essential.
  • Your related degree qualifications or business studies will be highly desired.

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

Sales and Service Client Services, Off at State Street rates 0 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.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Client ServicesRelationship ManagementProject ManagementOperations

Also common in customer service jobs at this level

Pay

Typical customer service job
$102k

This posting doesn't list pay. Use the typical customer service figure when pay comes up. See customer service jobs

Questions you could be asked

  1. Tell me about a project where client services was part of your work. What did you do?
  2. Tell me about a project where relationship management was part of your work. What did you do?
  3. Tell me about a project where project management was part of your work. What did you do?
  4. Tell me about a project where operations was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Client Services, Relationship Management, Project Management, and Operations. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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