Client Service Lead, Assistant Vice President

Who we are looking for

As a member of the client service team and senior representative of that team, you will be responsible to navigate a client through the company by connecting the client - asset managers and asset owners, insurance companies, and official institutions – with the appropriate subject matter experts within State Street locally or across locations. You will manage regular client reviews to ensure service quality and coordinate resolution of client change requests to appropriately meet client expectations.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

You will be joining the client service 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

As Client Service AVP you will

• Act as central operational escalation points for all services to your clients
• Lead, coordinate and execute client projects or change requests
• Lead in close cooperation with the project team custody, transfer agency or fund accounting related projects (Planning, Organization, Task lists, Coordination, IT – requests, Project documentation)
• Lead regular client service review meetings
• Track and coordinate market openings or repapering with internal teams and custody clients
• Manage client infrastructure requirements to meet their needs – setup user access, help navigate through the State Street platforms

What we value

These skills will help you succeed in this role:

• Maturity and confidence in dealing with clients to improve the relationship and increase clients trust in the organization
• Flair for multi-tasking and multi-project, fast pace environment
• Leadership skills to manage project and to meet internal or external deadlines – acting under pressure of time and client expectations
• Strong communication skills to liaise with various senior levels of client and internal organization, coordinate projects and share status update internally / externally
• Ability to independently work on problems without clear guidance. Quick learner to ensure ability to navigate around the wider organization and learn the required insights to support clients in a more holistic and immediate manner
• Willingness to support the change mgmt. side of the client service team organization to provide senior support and structure

Education & Preferred Qualifications

• Several years of experience in financial industry with certain focus in custody, fund administration or transfer agency and flair for IT
• Strong understanding around financial instruments, client / fund types
• Experience in client change, fund lifecycle and fund opening/maintenance and market documentation will be a big plus

Additional requirements

• Fluency in English
• German language will be a plus
  

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 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.

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