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Client Service - Funds Industry

Ensure seamless execution of fund launches, mergers, and client change requests
Dublin
Junior
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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Client Service Officer

The Client Service Officer will be responsible for ensuring the highest possible service levels are delivered to a number of clients, mainly in the ETF space, but also including other product types. This primarily involves facilitating the successful execution of all elements of change management (e.g. fund launches, closures, mergers etc.). The most important requirement of the successful candidate will be a strong customer focus, and an ability/desire to liaise with internal and external clients to ensure successful outcomes.

As Officer in the Client Services team you will:

  • Build effective working relationship with clients, based on mutual respect and trust
  • Ensure excellent level of service provided to clients at all times
  • Ensure timely escalation of any client issues as required
  • Point of receipt for all Client change requests; log and work with internal departments to ensure timely delivery of change agenda for clients, with specific focus on execution of organic growth – i.e fund launches, mergers.
  • Management of Client Reporting process
  • Assist the Client Service lead with the on-boarding of new clients as required
  • Log and resolve client queries, involving other internal departments as needed, in a timely and professional manner
  • Ensure that sufficient controls are in place and consistently followed for all client service processes
  • Help foster culture of collaboration with colleagues, clients and external parties
  • Run and maintain log of client service calls and action logs
  • Attendance at client board meetings as required
  • Ad hoc projects as directed

These skills will help you succeed in this role:

  • A keen interest in providing excellent service to both internal and external clients
  • Ability to work well in a fast paced, high volume atmosphere
  • Demonstrated strong problem solving and resolution skills.
  • Good understanding of end-to-end NAV Production operating models
  • Strong attention to detail and problem-solving skills
  • Ability to foster collaboration & team work

Primary Degree or a Professional or Accounting qualification or equivalent

Experience working in the provision of fund administration service

ETF knowledge preferred, but not essential

Skilled communicator, both verbal and written

Excellent attention to detail

Ability to work under pressure and to tight deadlines

Team player

Generous holiday entitlements, including additional Birthday Day Off and Paid Volunteer Days

Supportive and encouraged hybrid work-life balance

Expansive inclusion, diversity and equity programme

Private medical insurance, health screenings, flu vaccinations and eye testing

Employee wellbeing and mental health support programme

Parental and caretaker support

Attractive pension plan

Life assurance and long-term disability support

Multiple local community volunteering opportunities

Profit sharing scheme

Inclusion, diversity and equity is our company-wide effort strongly supported by our State Street Ireland senior management team, which recognizes unique talents of our employees to ensure that they feel engaged and valued.

We provide local support to more than 24 employee networks with over 100 chapters across the globe, regional/country teams and business units' employee action committees. We are very proud of our employees ongoing engagement in developing our culture and values. We recognize and value the strength that comes from diversity and engage with industry partners to drive this forward collectively.

We will continue to nourish our culture, so every employee feels valued, inspired and empowered to leverage their diverse experiences and identities, which provide innovative, authentic and enhanced service to our clients and to our community, and each other.

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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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Client Service - Funds Industry
Dublin
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About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.