Client Service, Senior Associate

Recruiter
State Street.
Location
Kansas City, Missouri
Salary
Not disclosed
Posted
11 Jan 2022
Closes
01 Feb 2022
Ref
R-686495
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

Why this role is important to us:

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for

Why this role is important to us:

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for:

As Client Service Senior Associate, you will

  • Accountable to the client for all service deliverables versus contracts, SLAs, KPIs.
  • Ownership of all client escalations, issues and incidents to resolution.
  • Responsible for ongoing review of op model effectiveness and driving required changes.
  • Implements review meeting structure and leads senior level meetings.
  • Collaborates closely with CDM and drives accountability for delivery improvements to client.
  • Closely interacts with Product, Business Onboarding teams and CDM.
  • Coordinates / manages new services, products, funds, market openings, client corporate activity, fund restructures closures etc.
  • Leads client through change activity related to operating model enhancements.
  • Supports CS Lead in all activities and deliverables to client.
  • Daily/weekly/monthly service monitoring, production of client-specific MI & trends.
  • Initiatives and project tracking.
  • Maintains client documentation tracker and action plan.
  • Production of client meeting material and performance reporting.

What we value:

These skills will help you succeed in this role

  • Strong computer competence (Microsoft applications: Excel, Word, etc.).
  • Accuracy and detail-orientated.
  • Interpersonal and oral communication skills.
  • Multitasking capability.
  • Ability to work under pressure/deadlines driven environment.

Education & Preferred Qualifications:

  • Bachelor’s degree, preferably within Accounting, Finance or Economics.
  • At least 3 years’ work experience in accounting, finance, mutual fund operations, loan servicing or related career.

About State Street:

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

In compliance with the U.S. federal government Executive Order 14042, State Street requires vaccination against COVID-19 as a condition of employment in the United States. If you accept this position, you will be required to substantiate that you are vaccinated, or that you are legally entitled to a religious or medical exemption

In compliance with the U.S. federal government Executive Order 14042, State Street requires vaccination against COVID-19 as a condition of employment in the United States. If you accept this position, you will be required to substantiate that you are vaccinated, or that you are legally entitled to a religious or medical exemption.

For further information, and to apply, please visit our website via the "Apply" Button below. 

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