Client Relationship Manager
3 weeks ago
Importance of the Role
State Street plays a pivotal role in providing asset owners and asset managers with essential financial insights and tools necessary for effective investment strategies. Our comprehensive services range from core custody and accounting to fund administration and performance analytics, facilitating informed investment decisions that enhance wealth for clients and their beneficiaries.Candidate Profile
We are seeking a skilled professional for the position of Assistant Vice President in Client Services. This role involves collaborating with leading asset management and institutional organizations. Under the guidance of a manager, the Assistant Vice President will oversee daily operations and manage client relationships, ensuring exceptional client satisfaction. This position serves as a key escalation point for client inquiries and requests, coordinating services for fund/product launches, restructures, and liaising with internal departments to ensure seamless service delivery. Responsibilities also encompass managing operational risk and compliance issues related to assigned client accounts, as well as collaborating with internal teams for tailored client reporting. The individual will lead projects focused on training, client-specific reporting design, and support for RFP activities.Key Responsibilities
As the Client Service AVP, your responsibilities will include:- Overseeing a diverse portfolio of clients while supporting senior management with larger, more complex relationships.
- Leading a team of officers and associates, providing direction and mentorship.
- Ensuring daily service delivery aligns with Service Level Agreements and Key Performance Indicators, while proactively identifying client needs and potential internal challenges.
- Facilitating effective communication between Client Services and other business units to foster a productive operational environment.
- Coordinating the launch of new funds, systems, and processes, ensuring timely fee implementation and receivables collection.
- Managing client conversions and significant client projects, including market entries and major fund events.
- Providing comprehensive project management for client and systems initiatives, acting as a liaison to ensure successful implementation.
- Engaging in strategic efforts to maintain and enhance long-term client relationships, keeping senior management informed of developments and opportunities for cross-selling.
- Assisting with compliance and fiduciary reviews and audits.
- Coordinating client training on State Street interfaces.
- Participating in committees and contributing to the definition and implementation of new company initiatives.
Essential Skills
The following skills are crucial for success in this role:- Exceptional leadership and managerial capabilities.
- Strong interpersonal and communication skills, both verbal and written.
- Excellent organizational skills with the ability to prioritize tasks under tight deadlines.
- Meticulous attention to detail.
- Experience in relationship management, with strong communication skills and presentation experience.
- Knowledge of securities markets, products, and legal/regulatory requirements.
- Solid understanding of operational functions within custody and fund accounting.
- Familiarity with financial operations and related industries is advantageous.
Educational Background and Qualifications
- A BS/BA degree is required, preferably in Business.
- A minimum of 6-8 years of relevant experience in financial services or investment operations, including 4-5 years in a management role.
- Experience in relationship management with strong communication skills and presentation experience is essential.
- Knowledge of financial operations and/or mutual fund industries is a plus.
- An MBA is desirable.
- Willingness to travel up to 25% is required.
About State Street
State Street is recognized as one of the largest custodian banks and asset managers globally. We are committed to innovation in technology and products, continuously shaping the financial services landscape. For over two centuries, we have supported clients in safeguarding and managing investments for millions. Our offerings include investment servicing, data analytics, research, trading, and investment management tailored for institutional clients. We strive to create a supportive work environment with competitive benefits, flexible work programs, and extensive development opportunities. Our commitment to inclusion, diversity, and social responsibility is fundamental to our culture, fostering an environment where all employees can thrive and contribute to our mission.-
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