Investment Manager Svs – Client Svs Officer (Supervisor) recruitment
State Street Investment Manager Services-Singapore Office
IMS Client Service Officer
Job Summary
1) Client Service - end to end client service and issue management / resolution
2) Account Management – service quality control and KPI management/escalation
3) Change Management – change requests, New Fund Setups, client facing projects
4) Client Reporting – including Portfolio Manager reporting
Operational Responsibilities
• Manage Internal Service Provider relationships with the regional and global teams servicing local clients
• Build strong working relationships with these teams, monitoring their performance and acting as the escalation point on behalf of local clients
• Establish a robust inquiry management framework that will support multiple clients with diverse needs
• Ensure all client inquiries are resolved in a timely and satisfactory manner
• Monitor client inquiry trends and recommend remedial actions that will improve ongoing client satisfaction
• Establish a comprehensive MIS/KPI reporting process across all clients
• Represent IMS in all client service reviews
• Work with the regional Change Management and Project teams on behalf of local clients
• Ensure reporting deliverables against agreed schedules
• Co-ordination of all account openings, closings and transitions
• Assisting in ad-hoc tasks
• Effectively manage, mentor and develop staff.
Supporting Change
• Support the implementation of the IMS Global Operating Model
• Promote the development of a ‘best practice’ Client Service model across IMS Asia Pacific
• Work effectively with peers across the region to achieve common goals
• Implementing initiatives
Education and Skills
• Proven track record in a client service environment, with a minimum 4 years client service experience
• Excellent understanding of the Singapore investment management industry
• Good understanding of Investment Manager Operations, particularly around processes and key deliverables
• Knowledge of global custody is an advantage
• Proven ability to communicate in a clear, concise and professional manner
• Strong time management skills with the ability to prioritize under pressure
• Good understanding of State Street operations - technical, systems, policies and procedures - is an advantage
• Previous experience in a relationship or account management role is preferred
Work Characteristics
• Embrace State Street’s “corporate values” and support a work environment reflective of those values
• Effectively communicate with clients, custodians, brokers, managers, and peers within State Street across geographic locations
• Be a strong team player and demonstrate dedication to group and company goals
• Demonstrate sense of ownership over issues, accountability, professional maturity and effective time management
• Demonstrate the ability to analyze a problem, obtain and evaluate information, and reach sound conclusions
Operational Responsibilities
• Manage Internal Service Provider relationships with the regional and global teams servicing local clients
• Build strong working relationships with these teams, monitoring their performance and acting as the escalation point on behalf of local clients
• Establish a robust inquiry management framework that will support multiple clients with diverse needs
• Ensure all client inquiries are resolved in a timely and satisfactory manner
• Monitor client inquiry trends and recommend remedial actions that will improve ongoing client satisfaction
• Establish a comprehensive MIS/KPI reporting process across all clients
• Represent IMS in all client service reviews
• Work with the regional Change Management and Project teams on behalf of local clients
• Ensure reporting deliverables against agreed schedules
• Co-ordination of all account openings, closings and transitions
• Assisting in ad-hoc tasks
• Effectively manage, mentor and develop staff.
Supporting Change
• Support the implementation of the IMS Global Operating Model
• Promote the development of a ‘best practice’ Client Service model across IMS Asia Pacific
• Work effectively with peers across the region to achieve common goals
• Implementing initiatives
Education and Skills
• Proven track record in a client service environment, with a minimum 4 years client service experience
• Excellent understanding of the Singapore investment management industry
• Good understanding of Investment Manager Operations, particularly around processes and key deliverables
• Knowledge of global custody is an advantage
• Proven ability to communicate in a clear, concise and professional manner
• Strong time management skills with the ability to prioritize under pressure
• Good understanding of State Street operations - technical, systems, policies and procedures - is an advantage
• Previous experience in a relationship or account management role is preferred
Work Characteristics
• Embrace State Street’s “corporate values” and support a work environment reflective of those values
• Effectively communicate with clients, custodians, brokers, managers, and peers within State Street across geographic locations
• Be a strong team player and demonstrate dedication to group and company goals
• Demonstrate sense of ownership over issues, accountability, professional maturity and effective time management
• Demonstrate the ability to analyze a problem, obtain and evaluate information, and reach sound conclusions
Please visit our career website at www.statestreet.com/careers , select “Job Opportunities”, select “Asia Pacific”, enter keyword”52599”, uncheck “posted” and then search. Please send your application to this post. All applications will be treated strictly confidential for recruitment purpose only.