Senior Client Service Manager – US Sub
Our Company
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 $25.42 trillion in assets under custody and administration and $2.18 trillion in assets under management at March 31, 2013, State Street operates globally in more than 100 geographic markets and employs 29,460 worldwide. For more information, visit State Street's website at www.statestreet.com.
Promoting a culture of excellence
With more than 29,460 employees across 29 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.
State Street is an Affirmative Action/Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, national origin, ancestry, ethnicity, age, disability, sexual orientation, gender, gender identity, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status or other characteristics protected by applicable law.
Candidate will support theefforts of Senior Relationship Managers for higher profile clients and most complex mandates on all aspects of prospecting, installation, and servicing
- Effectively coordinate responses with internal teams to daily inquiries from clients in a timely and effective manner
- Keep SRMs appraised of important client developments, issues, and opportunities
- Provide support for and lead seamless client implementations for complex mandates which include:
- New Client funding of separate accounts and commingled funds
- Client mandate changes
- Client and fund liquidations and terminations
- In-kind contributions, withdrawals, transitions
- Custodian, Trustee and/or Record-keeper Changes
- Engage internal and external parties to ensure a high level of service. Internal parties will include areas such as Portfolio Management, Legal, Compliance, Finance, Operations, Global Product Marketing and all other internal stakeholders.
- Evaluate complexity of client requests; document, communicate and manage accordingly
- Coordinate ongoing meetings and conference calls with internal and external parties
- Coordinate client on-site due diligence meetings
- Proactively identify issues and work through to resolution
- Hold de-brief meetings and develop process enhancements as necessary
- Support and/or lead projects related to enhancing the firm's overall business processes with specific focus on client service and related functions
- Work with SRMs to drive higher revenue by engaging with clients and prospects to build strategic partnerships
- Knowledge of the financial services industry is preferred
- PC literate: MS Excel, and Word preferred
- Strong verbal, written, analytical and problem solving skills; client focused; excellent time management skills; self-motivated, organized, detail-oriented; committed to personal development; responsive to job demands in a constantly changing environment
- Excellent communication and relationship-building skills
- Securities Licensed preferred (3, 6, 7 and/or 63)
Education and Experience: BA/BS degree and three+ years of financial services industry experience preferred
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