Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The client service team you will be joining is a part of State Street Client Coverage Department. The client service gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. Our products help our clients make better investment choices and act on growth opportunities.

Responsibilities

Manage small to medium sized clients and support Vice Presidents and Managing Directors with larger/more complex relationships within business unit and onboarding new clients.
Manage the day-to-day operations and long-term relationships of assigned clients.
Manage a team or teams.
Focus on strategic aspects of maintaining and growing long-term relationships.
Visit clients regularly for service review meetings.
Ensure superior client satisfaction by acting as an advocate and resolving client issues.
Proactively identify client needs and potential internal issues impacting client satisfaction.
Collaborate with internal teams and clients, facilitating communication between operations and other business units.
Keep management informed of new developments, service issues, and new business opportunities.
Prepare internal risk and compliance profiles.
Respond to inquiries from client auditors.
Periodically review client invoices for accuracy.
Perform other duties as assigned.

Requirements

Experience in client management.
Strong verbal and written communication skills.
Some experience with presentations.
Leadership and management skills.
Ability to travel up to 10%.

Skills

Client management
Verbal communication
Written communication
Presentation skills
Leadership
Management
Collaboration across teams
Workflow management
Managing multiple workstreams
Prioritization based on client-focused and risk-based analysis

Location

Global

Work Type

Full-time

Experience Level

5+ years in Financial Services Industry
Assistant Vice President

Education Level

Bachelor's degree or Graduate from University

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.