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Operations Client Service, AVP

Own client service initiatives and projects for custody operations, from initiation to delivery.
Quincy, Massachusetts, United States
Senior
$80,000 – 140,000 USD / year
yesterday
State Street

State Street

Provides investment servicing, management, and data solutions for institutional investors, including asset managers, pension funds, and insurers.

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Assistant Vice President

This is an AVP position in a custody-only client service team. Ideal candidate will have a solid custody background as well as some knowledge of full-service functionality. Must be able to articulate issues and resolutions succinctly and efficiently with client. Candidate must be able to communicate effectively with offshore partners and provide training and expertise as needed.

The team you will be joining is a part of State Street Global Services (SSGS). SSGS 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, SSGS' tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

As Assistant Vice President you will:

  • Receive & assess client and internal inquiries
  • Monitors/manages resolution (accuracy, timeliness, completeness) with internal teams
  • Works with client to drive improvements, e.g. STP rate
  • Source and prepare all data and inputs required for client and custom reporting, internal reporting, create client KPI, publish reports
  • Host/Attend regular client calls (service / project reviews, service remediation plans), and/or client board meetings as requested
  • Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations.
  • Perform customized operational activities, with a focus on digitizing or standardizing operational activities for alignment with product or process organization

These skills will help you succeed in this role:

  • Problem solving
  • Ability to Communicate Effectively
  • Able to build relationships with internal teams
  • Focus on the client

Experience with SMAC/GSMAC functionality

Experience with cash and share reconciliation

Prior experience communicating with clients

3+ years in officer or AVP role

Salary Range: $80,000 - $140,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

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Operations Client Service, AVP
Quincy, Massachusetts, United States
$80,000 – 140,000 USD / year
Operations
About State Street
Provides investment servicing, management, and data solutions for institutional investors, including asset managers, pension funds, and insurers.