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Sales And Service Client Services, AVP

Own the client-facing defect resolution process for PAM for Investments and ensure client satisfaction
Kansas City, Missouri, United States
Mid-Level
$70,000 – 130,000 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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Client Service Analyst

A self-starter and problem solver to become part of a world class support team, providing outstanding support to self-service accounting clients in our Insurance Segment. Investment accounting experience required.

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 a Client Service Analyst, you will:

  1. Understand client objectives and respond to questions on business functionality and processes.
  2. Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution.
  3. Be the voice of the client, advocate on their behalf for both defect resolution and enhancement requests.
  4. Ensure frequent touchpoints with the clients to promote a productive, professional relationship while proactively assessing, clarifying and validating customer needs.
  5. Learn and continuously expand your knowledge of the PAM for Investments software

These skills will help you succeed in this role:

  • Problem solving
  • Communication skills
  • Knowledge of investment accounting, preferably in the Insurance industry
  • PAM for Investments experience preferred but not required

Bachelor's degree in accounting or finance

  • 3-5 years Investment accounting experience
  • Client Service experience preferred
  • Experience with PAM for Investments or other accounting software preferred

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.

Inclusion, Diversity and Social Responsibility. 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 programs and access to employee networks that help you stay connected to what matters to you.

Salary Range: $70,000 - $130,000 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.

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Sales And Service Client Services, AVP
Kansas City, Missouri, United States
$70,000 – 130,000 USD / year
Support
About State Street
Provides investment servicing, management, and data solutions for institutional investors, including asset managers, pension funds, and insurers.