Transfer Agency Dedicated Client Service Manager, Vice President

Recruiter
State Street
Location
Kilkenny, Ireland; Dublin 2, Ireland
Salary
Not disclosed
Posted
09 Aug 2022
Closes
22 Aug 2022
Ref
R-711789
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Manager

Who we are looking for?

You! If you want to gain experience in the largest financial administrator in Ireland in a managerial position, then State Street Ireland is the place for you. We are looking for someone with a good understanding of excellent client servicing to join our DSM/Dedicated Client Management team. Keep reading to hear more.

Why this role is important to us

The Transfer Agency Group is the point of contact for the investors of our clients funds serviced by State Street. Within Transfer Agency you will be joining a large and experienced team of professionals which form 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. This is a team providing the critical connection for investors into State Street. This team works closely with our clients to partner in designing and developing solutions for new innovations and opportunities in fund products. You will work with a range of internal teams across the globe to service a wide array of prominent clients across multiple fund types.

What you will be responsible for

Our DSM/Dedicated Client Managers are responsible for leading and managing the key client relationships within Transfer Agency. At this level you will be required to demonstrate a comprehensive knowledge of the Funds Industry, and take the lead role in client servicing, operational support and oversight with a strong service and process ethos

  • Relationship Building - Manage and develop relationships with clients, distributors, investors and other external parties. You will act as a State Street representative to our clients.
  • Client focus - Consistent and active awareness of the client's needs. Proactively sourcing ways to improve and promote quality. Displays a commitment to excellence. Ability to manage client's expectations.
  • Day to day liaison with the operational teams to ensure all SLA’s are met and excellent service provided.
  • Review and update department Operational processes, to ensure controls remain effective and account for dynamic changes in client requirements, mitigating operational risk wherever possible
  • Deliver effectively for your clients through meeting servicing requirements and working closely with Operations and the Change Management teams
  • You will continually work towards the ultimate goal of ensuring a very high level of client servicing whilst exercising operational oversight within the business and making sound operational decisions and a strong focus on risk reduction
  • Work professionally work with all peers and senior management to promote and secure the on-going growth and development of SS Transfer Agency and its client relationships.
  • Promote the organisation’s capabilities to clients and identify additional business opportunities Obtain detailed understanding of client's business / products and support sales process as required
  • Keep abreast of current client relationship status through the regular review of Management Reports e.g. Customer feedback etc
  • Organise & participate in Service Meetings & conference calls with clients
  • Continually look for opportunities to enhance the client service experience and prevent client issues arising

What we value

These skills will help you succeed in this role

  • Team skills – demonstrated ability to work with people at different levels
  • Excellent communication skills – verbal and written
  • Ability to meet key deliverables within stated timeframes
  • Strong relationship management and client facing skills
  • Ability to work to deadlines in a fast-paced environment
  • Strong people management and leadership skills
  • Ability to proactively work under own initiative

Education & Preferred Qualifications

  • Degree level at any discipline is preferred, but not essential
  • Strong knowledge of the Transfer Agency business is required This should be complemented with a sound understanding of Fund Accounting, Custody and Regulatory background to Funds Industry
  • Comprehensive knowledge of systems, including Microsoft Office applications, is required
  • Typically candidate will have 5-10 years experience in a similar environment

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.

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

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