Client Service Officer

Who we are looking for

As a member of the client service team and 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 participate in 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 Officer you will

• Participate in regular client service review meetings
• Coordinate and execute client project or change request related preparations and analysis
• Work in close cooperation with the project team custody, transfer agency or fund accounting related projects (Planning, Organization, Task lists, Coordination, IT – requests, Project documentation)
• Grant, review and update system accesses for clients or coordinate appropriately
• Track and coordinate market openings or repapering with internal teams and custody clients
• Provide coverage for the main senior client service lead

What we value

These skills will help you succeed in this role:

• Flair for multi-tasking and multi-project environment
• Leadership skills to manage project and to meet internal or external deadlines
• Communication skills to coordinate project and share status update internally / externally
• Ability to independently work on problems without clear guidance

Education & Preferred Qualifications

• Several years of experience in financial industry with certain focus in custody, fund administration or transfer agency and flair for IT and State Street system trainings
• Understanding around financial instruments, client / fund types
• Experience in the fund opening/maintenance and market documentation will be a big plus

Additional requirements

• Fluency in English
• German language will be a strong 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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