
Sales and Service Client Services, Officer
1 day ago
Who we are looking for
Why this role is important to us
The team you will be joining is a 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. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As Sales and Service Client Services, Officer you will have:
The following aspects of this role are indicative only and in no way limits the organization 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) [50%]- 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 [30%]- 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 analyze information to make sound recommendations in meeting client or organizational needs- Identify and analyze opportunities to improve processes/and or reduce risk areas in order to assist in meeting client or organizational needs- Consider broader organizational 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)
Leadership [10%]- Strengthen our foundation and enhance our culture so that we can continue to exceed the expectations of our constituents.- Guide, coach and mentor staff to achieve the team’s vision and strategy- Look to continuously grow and retain talent in the team and organization ensuring diversity and- bench strength- Positively engage with and influence the business and clients to ensure optimal outcome and- solutions- Foster an environment that supports effective teamwork across the organization- Build commitment in others for corporate and client objectives
Personal Development [10%]- 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
What we value
These skills will help you succeed in this role- 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
Education & Preferred Qualifications- 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 prioritization 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
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 in
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