Client Services, Senior Associate

State Street
Not disclosed
06 May 2022
23 May 2022
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant


We are looking for an experienced Client Service Manager who is committed and passionate to add value to our clients, operations and organisation. The successful candidate will join our Client Services Team, and is responsible for excellent service delivery and solutions to our asset owners, asset managers and official institutional clients covering a range of services including custody, fund accounting, middle office, collateral management, transfer agency and analytics.

Key Accountabilities

The following aspects of this role are indicative only and in no way limits the organisation in allocating additional and or alternative accountabilities (specific tasks, projects or related activities) to the employee, within the scope of the employee’s level of competence, experience, knowledge and qualification.

Client Service (Internal/External)

Adopt a pro-active role in establishing State Street as a key component for client success through:

  • Establishing and maintaining client relationships including client communication, report and service delivery, process management and strategy development
  • Understanding client needs/strategies and deliver innovative solutions
  • Building trusting relationships with internal stakeholders and clients
  • Promoting a collaborative cross-business and jurisdiction environment that ensures excellent client service
  • Consulting with internal and external stakeholders to develop solutions
  • Responsiveness and appropriate updates and communication with all stakeholders
  • Updating clients with product development, regulatory changes and State Street initiatives
Business, Product and Operational Solution and Consulting

Define, review, recommend and document business processes and software requirements for technology initiatives, operating model designs, new products and services and any other client or organizational initiatives.

  • Collect, review and analyse information to make sound recommendations in meeting client or organisational needs
  • Identify and analyse opportunities to improve processes/and or reduce risk areas in order to assist in meeting client or organisational needs
  • Consider broader organisational product offering, leverage of existing products and ensure cost effective and optimal solutions balancing tactical vs. strategic in responding to client issues
  • Production of project documentation as required (initiation, scope, business and IT requirements, change request, project plans, test plans, closure, dashboards, risk and issues log, etc)
Personal Development

Actively commit to developing yourself and others to drive the competitive advantage achieved through a diverse, engaged and mobile workforce.

  • Keeping abreast of related developments in the industry and providing advice to management and relevant parties
  • Maintaining knowledge of internal system and operational developments
  • Maintaining knowledge of client’s product, operational and strategic developments
  • Sharing new information with the team, broader business and management
Experience, Qualifications, Skills and Abilities

  • Deep understanding of financial products and funds management industry
  • Experience in helping clients solve business and operational problems
  • Client service and management experience
  • Strong presentation skills
  • Strong business level communication skills both written and verbal, including report writing skills
  • Strong time management and prioritisation skills
  • Confident in making decisions autonomously and taking initiative
  • Proven track record for delivering results as part of a dynamic team structure
  • Ability to work well under pressure
  • Accuracy and attention to detail
  • Strong understanding of Custody and Fund Administration products, services, technology/system and operational environment
  • Change management experience
  • Experience working closely with a product team in building out new products and services

For further information, and to apply, please visit our website via the “Apply” button below.

Similar jobs

More searches like this

Similar jobs