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Operations Client Service, Officer

Employer
State Street Corporation
Location
Boston, USA
Salary
Competitive
Closing date
Nov 3, 2022

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Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Who we are looking for
The Client Operations Officer will be a point of contact for operational activities and client inquiries. This person will monitor and oversee the performance of all business unit Shared Service Teams, global CoEs and India operations as it relates to the overall service delivery for our clients. Ensuring the Net Asset Values of the client's portfolios are accurately calculated and disseminated in a timely manner is essential to this role. Prompt follow up on exception situations and facilitating timely problem resolution to mitigate risk to the corporation are required.
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
  • Under moderate supervision, responsible for supporting the management of client relationships.
  • Responsible for the day to day interaction and successful relationship with Client Service Operations & other business units.
  • Ensures client issues are satisfactorily resolved by responding to and/or escalating as appropriate.
  • Works closely with all internal business units. Facilitates communication to ultimately ensure an effective operating environment. Works closely with senior management to keep them informed of new developments, service issues and new business opportunities.
  • Provides overall project support for all client related initiatives. Acts as a liaison between client and internal departments to ensure successful implementation.
  • Supports conversion/start-up of new client relationships into the division. With significant input/contact with Client Service Operations, and AVP or VP.
  • Other duties as assigned
  • During the course of day-to-day operations, employees are may observe unusual or potentially suspicious transaction activity. The specific scenarios and escalation methods are detailed in the relevant procedures and employees are required to follow these procedures ensuring that they identify unusual or potentially suspicious transaction activity and escalate appropriately.
  • Responsible for supporting AVPs or VPs in managing client relationships. Responsible for a variety of activities in support of client relationships.
Education & Preferred Qualifications
  • BS/BA degree required. Must have a minimum of 5 years of related experience, preferably in financial services industry. Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must. Must possess leadership skills. Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
  • Reports to AVP or above
  • 15% -External Clients
  • 85% -Internal Clients
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.
Discover more at StateStreet.com/careers

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