Asset Owners Client Service, AVP

State Street

  • Quincy, MA
  • $90,000-142,500 per year
  • Permanent
  • Full-time
  • 8 days ago
Who we are looking forThe Asset Owner Client Service AVP role is responsible for client engagement, change management and client solutioning, along with service-level governance across the global organization.Why this role is important to usYou 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 forAs Asset Owner Client Service AVP you will
  • Monitor client satisfaction including day-to-day service quality and deliverables across the global organization for an assigned group of clients;
  • Support query management and resolution directly with clients and by way of acting as a “central point of contact” for internal teams;
  • Lead project management on client-driven initiatives and coordination of open item activities with clients;
  • Oversee change management coordination including fund openings, closures, transitions, restructures, etc.;
  • Assist with client documentation maintenance, including AML, FTTOP, client review packages, etc.;
  • Assist with identification and implementation of consistent operational best practices across the organization;
  • Build and maintain strong client and inter-departmental relationships;
  • Ensure client needs are proactively identified and manage potential internal issues impacting client satisfaction;
  • Coordinate issue resolution and client communication where appropriate, including operational and regulatory matters; and
  • Be responsible for identifying any unusual or potentially suspicious transaction activity and report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we valueThese skills will help you succeed in this role
  • Strong critical thinking, problem solving, and decision-making skills;
  • Effective communication, interpersonal, and organizational skills including excellent time management and prioritization;
  • Independent initiative, performing well under pressure, and simultaneously handling multiple assignments; and
  • Excellent administrative and organizational skills with the proven ability to multi-task and to work efficiently to meet client deliverables
Education & Preferred Qualifications
  • Bachelor’s degree, preferably within accounting, finance, or economics;
  • At least 5 years work experience in accounting, finance, mutual fund operations, or related career; and
  • Strong computer competence (Microsoft applications: Excel, Word, etc.)
Are you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State StreetWhat 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.Salary Range: $90,000 - $142,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Job Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

State Street