Client Service, Officer

3 days ago

Toronto, Ontario, Canada State Street Full time

Why this Job is important to us

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

Who we are looking for

Join our Client Service team working with our talented team of professionals to oversight of day-to-day client service and managing of client relationships, ensuring a high level of client satisfaction. You will act as an escalation point on client inquiries and requests. This includes the coordination of services for fund/product start-up/conversions, restructures and interacting with all internal departments for the overall service delivery for their clients. You will be responsible for managing internal operational risk and compliance matters pertaining to assigned client relationships, as well as coordinating with internal departments for any required client specific reporting. You will provide project leadership for training, designing client-specific reporting and supporting RFP activity.

What you will be responsible for

  • Ensures client issues are satisfactorily resolved by responding and escalating as appropriate.
  • Works closely with internal teams and clients. Facilitates communication between Client Operation & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business/cross sell opportunities.
  • Prepares internal risk and compliance profiles, responds to inquiries from client auditors
  • Reviews and analyses client Profit and Loss data for reasonability and investigates identified issues
  • Provides overall project management for client and systems initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations. Obtains required documentation, as appropriate. Designs customized client reports and provides client training.
  • Coordinates activity for rendering timely reporting to clients.
  • Ensures superior client satisfaction by proactively identifying client needs, and potential internal issues impacting client satisfaction.
  • Responsible for the day to day management and successful relationships of assigned accounts
  • Manage daily service delivery to meet or exceed Service Level Agreements and Key Performance Indicators.
  • Manage and escalate issues related to Shared Services, Joint Venture and Centre's of Excellence.
  • Coordinate the implementation of new funds, systems and processes. Manage client conversions and other client projects. Coordinate market entry and liquidations.
  • Identify and implement consistent operational best practices.
  • Develop relationships with client companies. Assess satisfaction levels.
  • Assist with compliance/fiduciary reviews and audits.
  • Coordinate client training on using State Street interfaces (i.e. )
  • Assist with new business development efforts as needed. Make presentations to potential client companies.
  • Serve on committees. Help define and implement new company initiatives.
  • Perform annual risk assessments for customer accounts and alert senior management of any changes that may increase State Street risk.
  • During the course of normal day to day operations, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
  • Other duties as assigned

What We Value

These skills will help you succeed in this role:

  • Must possess superior leadership and managerial skills.
  • Sound interpersonal skills
  • Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
  • Good knowledge of computer systems, financial operations and related industries a plus.

Education and Preferred Qualifications

  • Business degree plus a minimum of 5 years related financial services or investment operations experience, in addition to some supervisory/management experience.
  • Working towards an accounting or finance designation is an asset.
  • Fluent in English written and spoken is a must in order to cover international clients.

About State Street

What we do. 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.

Work, Live and Grow. 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 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.

For further information, and to apply, please visit our website via the "Apply" button below.

  • Client Service Officer

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 164445Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Client Service Officer is responsible for contributing to the Private Banking unit's overall success by providing superior service and administrative support to the Private Banking Sales Team. The incumbent possesses a...

  • Client Service Officer

    1 week ago

    Toronto, Ontario, Canada Diamond Schmitt Architects Full time

    Job Description:Diamond Schmitt Architects is looking for a dynamic and dedicated Client Service Officer to join our Vancouver team in British Columbia. In this role, you will play a key role in ensuring top-notch customer satisfaction by delivering exceptional service to our clients. This entry-level position is ideal for those starting out in the...

  • Client Service Officer

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Office Manager

    1 week ago

    Toronto, Ontario, Canada Air Charter Service Full time

    Company DescriptionOUR JOURNEYAs the son of a pilot, Chris Leach had aviation in his blood, and in 1990 from the basement of his home in Kingston Upon Thames he looked at the aircraft charter market and saw an opportunity.Chris believed there was space for another aircraft charter company, but one that focused solely on exceptional service and building long...

  • Client Services

    1 week ago

    Toronto, Ontario, Canada Aon Full time

    This is a hybrid role with the flexibility to work both virtually and from our Toronto office.Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisionsAt Aon, we shape decisions for...

  • Client Administration Officer

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 181705Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of the JobWe are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.Key...

  • Manager, Passportone Client Payments

    1 week ago

    Toronto, Ontario, Canada Family Service Toronto Full time

    Program:PassportONE***Contract:10 month Contract, Full-time, 35 hours per weekLocation:128A Sterling Road and from a safe, home-based office as required.Application Deadline:August 4, 2023 by 5:00 PMFile Number:PP1 # with cover letter and resumeE-Mail:Mail:HR, 355 Church Street, Toronto ON M5B 0B2Web:Grow with usFamily Service Toronto (FST) helps people face...

  • Client Service Representative

    1 week ago

    Toronto, Ontario, Canada BFL Canada Full time

    Job DetailsDescriptionWe offer more than a job, we offer a career We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We...

  • Client Service Manager

    1 week ago

    Toronto, Ontario, Canada BFL Canada Full time

    We offer more than a job, we offer a career We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people...

  • Client Administration Officer

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 181705Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of the JobWe are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.This...

  • Client Service Associate

    1 week ago

    Toronto, Ontario, Canada VON Canada (Ontario) Full time

    Requisition Details:Employment Status: Regular, Full Time (1.0 FTE)Program Name: Home SupportNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, Includes Weekends _(Monday to Friday in the office, Saturday and Sunday remotely)_Union/Bargaining Unit:CUPEOn-Call: NoHybrid Remote: _Monday to Friday work in the office, Saturday and Sunday work...

  • Manager Client Services

    1 week ago

    Toronto, Ontario, Canada TD Bank Full time

    Manager Client Services - Private Trust:BRJob Category - Primary Wealth ManagementWork Location 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service RoadEmployment Type RegularCity Burlington, Markham, TorontoTime Type Full TimeProvince/State OntarioHours 37.5Workplace Model OnsitePay DetailsDepartment Overview...

  • Client Services

    1 week ago

    Toronto, Ontario, Canada MCAN Murex Canada Full time

    Murex is a top player in fintech, specializing in trading, risk management, and processing solutions for capital markets.Operating from 19 offices with a diverse team of 3,000 Murexians from over 60 nationalities, we drive the development, implementation, and support of our platform used by banks, asset managers, corporations, and utilities globally.Join...

  • Client Service Associate

    1 week ago

    Toronto, Ontario, Canada MD Financial Management Full time

    Requisition ID: 197928Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.As a Client Service Associate, you will be responsible...

  • Client Services Representative

    1 week ago

    Old Toronto, Ontario, Canada The Rostie Group Full time

    About us:The Rostie Group is a flexible office provider and event venue located in Toronto's waterfront neighbourhood. We provide full service executive offices, flexible workspace, virtual offices, meeting and training rooms, as well as hybrid meetings.At this time, we are seeking a Client Services Representative to join our growing team.This role's duties...

  • Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...

  • Client Service Analyst

    1 week ago

    Toronto, Ontario, Canada Advantage Group International Full time

    Our History and Mission:Thirty years ago, in Toronto, Canada, Founder Ron Pirie championed the belief that businesses work better together when they commit to actively listening and responding to each other's feedback.From humble beginnings and a staunch and universal belief that stronger collaboration leads to better business results in any market and any...

  • Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Monday, April 29, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team...

  • Analyst, Client Services

    1 week ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...