Provide a high standard of client servicing / support to our clients
Embrace State Street's "corporate values" and support a work environment reflective of those values
Effectively communicate with clients, custodians, and peers within State Street.
Be a strong team player and demonstrate dedication to group and company goals
Demonstrate professional maturity and effective time management
Demonstrate the ability to analyze a problem obtain and evaluate information and reach sound conclusions
Be a key contact for the client in escalations and complex market questions Prime Functions:
Ensure all client inquiries are logged and resolved in a timely and satisfactory manner
Monitor client inquiry trends and recommend remedial actions that will improve ongoing client satisfaction
Establish strong working relationships with the client and the internal operations teams providing services for local clients
Ensure all daily and monthly services are delivered in accordance with relevant client SLA's.
Produce monthly MIS/KPI reporting across all clients
Participate in monthly client service reviews
Project initiatives - involvement with regards to future automation within the department as a whole with a direct objective of increased efficiency accuracy and productivity.
Contribute to team initiatives around audit and risk management
Track daily activities and generate reporting for management review.
Assist Operations Team Leader with complex client relationships/requests.
Cross training across all Client Service functions in the team.
Provide Fund Accounting Oversight for daily pricing processes. The Candidate:
The ideal candidate will have the following attributes:
Attention to detail
Must be responsible and take ownership of all allocated tasks
Must be organized and able to multi-task and work to tight deadlines showing a demonstrated ability to handle multiple activities and prioritize work effectively.
Must be pro-active and a problem solver
Must demonstrate highly professional behavior when dealing with all key stakeholders
Must be flexible often dealing with ad-hoc queries from clients.
Must demonstrate an understanding of the risks involved in the processes and reflect this in their approach to work prioritization
A team player
Willingness to learn
Middle Office and/or Fund Accounting experience Qualifications & Experience :
Proven track record in a client service environment and/or operations based experience with some client contact with a minimum 2 years client service experience.
Solid understanding of the Investment Management industry
Proven ability to communicate in a clear concise and professional manner
Strong time management skills with the ability to prioritize under pressure
Good understanding of State Street operations - technical systems policies and procedures - is an advantage
