Client Service Manager recruitment
Specific Duties:
• Manage a team of Client Services Representatives including performance reviews and client reporting
• Each Senior Client Service Representative is responsible for a number of Investment Managers and reports to the Client Group Manager.
• It is essential that the Representatives develop and maintain a clear understanding of their funds and of the client requirements connected with these.
• The complexity and size of the funds will, in part, determine the number managed.
• Establishment of continuing good relations with Investment Managers.
• Pro-active liaison with other areas of the Bank and Investment Managers
• Developing knowledge of investment management or client requirements.
• Regular and accurate reporting to the Client Group Manager.
• Timely investigation and resolution of all day-to-day enquiries to and from Investment Managers.
Day to day duties would include:
- Providing failed trade and overdraft reporting to the Investment Manager.
- Researching failed trades/overdrafts and working with the Investment Manager to clear outstanding items in a timely manner to avoid any potential risk.
- Researching non-receipt of cash items.
- Logging enquiries from Investment Managers on the enquiry tracking system.
- Researching claims and working with the Investment Manager to bring the items to a timely and satisfactory closure.
- Working with the client groups. This would include transitions of new accounts, opening new security and cash accounts, month end reconciliation issues.
- MIS reporting to Investment Managers. This would include failed trades, claims and number of enquiries.
PERSON SPECIFICATION
Specific Qualifications/Skills:
The Investment Management certificate or similar industry standard qualification would be advantageous.
Level of Education:
Ideally to A’ level standard or equivalent
Previous Level of Experience:
A proven track record in operating in a custody or investment manager environment.
Skills:
Excellent interpersonal and communication skills.
The ability to use initiative and judge when to escalate problems.
The motivation to understand and respond effectively to client needs.
Disposition:
Team player.
Must work to tight deadlines.
Must be flexible.
State Street Corporation (NYSE: STT) is the world's leading provider of financial services to
institutional investors including investment servicing, investment management and investment
research and trading. With $21.510 trillion in assets under custody and administration and $1.877 trillion in assets under management at September 30, 2011, State Street operates in 26 countries and more than 100 geographic markets and employs 29,685 worldwide. For more information, visit State Street’s web site at www.statestreet.com
Promoting a culture of excellence
With more than 29,000 employees across 26 countries, at State Street, our people are our greatest asset. We recognize that highly skilled, engaged and productive employees are essential to our success. Our company values reflect our commitment to employee engagement, Global Inclusion and corporate social responsibility — to help you build a fulfilling career. Around the world, we aim to be an employer of choice by offering competitive compensation and benefits, personal and professional development opportunities, and a work environment that promotes a diverse array of people, ideas and skills.
We’re a company that insists on, and rewards, performance excellence. We know our success hinges on attracting the best people to join us — people like you.
We encourage you to explore the possibilities that a career at State Street can offer you.
StateStreet is committed to embracing diversity and inclusion in the workplace.
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State Street Job ID: 50916