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Asset Owners Client Service, AVP

Coordinate global client onboarding and fund restructuring projects efficiently
Quincy, Massachusetts, United States
Senior
$90,000 – 142,500 USD / year
yesterday
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

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Asset Owner Client Service AVP

The Asset Owner Client Service AVP role is responsible for client engagement, change management and client solutioning, along with service-level governance across the global organization.

You will be joining the Institutional Services 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.

As Asset Owner Client Service AVP you will:

  • Monitor client satisfaction including day-to-day service quality and deliverables across the global organization for an assigned group of clients;
  • Support query management and resolution directly with clients and by way of acting as a "central point of contact" for internal teams;
  • Lead project management on client-driven initiatives and coordination of open item activities with clients;
  • Oversee change management coordination including fund openings, closures, transitions, restructures, etc.;
  • Assist with client documentation maintenance, including AML, FTTOP, client review packages, etc.;
  • Assist with identification and implementation of consistent operational best practices across the organization;
  • Build and maintain strong client and inter-departmental relationships;
  • Ensure client needs are proactively identified and manage potential internal issues impacting client satisfaction;
  • Coordinate issue resolution and client communication where appropriate, including operational and regulatory matters; and
  • Be responsible for identifying any unusual or potentially suspicious transaction activity and report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

These skills will help you succeed in this role:

  • Strong critical thinking, problem solving, and decision-making skills;
  • Effective communication, interpersonal, and organizational skills including excellent time management and prioritization;
  • Independent initiative, performing well under pressure, and simultaneously handling multiple assignments; and
  • Excellent administrative and organizational skills with the proven ability to multi-task and to work efficiently to meet client deliverables

Bachelor's degree, preferably within accounting, finance, or economics; At least 5 years work experience in accounting, finance, mutual fund operations, or related career; and Strong computer competence (Microsoft applications: Excel, Word, etc.)

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.

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.

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.

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.

Salary Range: $90,000 - $142,500 Annual

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Asset Owners Client Service, AVP
Quincy, Massachusetts, , United States of America Quincy, Massachusetts
$90,000 – 142,500 USD / year
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About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.