Operations Client Service, Officer

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Job description

Responsible for ensuring that assigned clients are completely satisfied with State Street service levels. Responsibilities include exception oversight, fund event management, nightly NAV production reviews, client interaction, consulting with client and internally on client experience projects, new product types and workflows, industry event coordination. Candidates must possess the ability to flourish in a team environment in a leadership role.

Responsibilities include:
Responsible for managing large market global clients and supporting Assistant Vice Presidents or Vice Presidents with the larger/more complex relationships within business unit.

• Responsible for the day to day management and successful long-term relationships of assigned accounts
• Responsible for managing a team(s) of client relationship employees
• Begins to focus on strategic aspects of maintaining and growing long-term relationships
• Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved
• Proactive identification of client needs and potential internal issues impacting client satisfaction
• Works closely with internal teams and clients
• Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment
• Works with senior management keeping them informed of new developments, service issues, and new business opportunities
• May be responsible for client retention and revenue expansion through existing services and cross sell
• Identifies potential barriers to exit through strategic value-added services
• Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation
• Manages internal and client expectations
• Manages conversion/start-up of new client relationships with input/contact from AVP or VP
• Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy
• During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Other duties as assigned
Qualifications:
BS/BA degree required.
Must have a minimum of 3-5 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 and management skills.
Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
Hybrid Work From Home Profile

In compliance with the U.S. federal government Executive Order 14042, State Street requires vaccination against COVID-19 as a condition of employment in the United States. If you accept this position, you will be required to substantiate that you are vaccinated, or that you are legally entitled to a religious or medical exemption.