Performance Measurement Client Service Specialist – Officer

3 weeks ago

Toronto, Ontario, Canada State Street Full time

About the Role

We are seeking a skilled Performance Measurement Client Service Specialist to join our team at State Street. As a key member of our Performance and Analytics team, you will be responsible for providing exceptional client service and support in the area of performance measurement.

Key Responsibilities

  • Direct ownership or shared responsibility for client satisfaction across clients of varying sizes and complexities
  • Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting and products
  • Provide feedback to clients on best practices compared to their peer groups and other institutional clients
  • Champion client-facing technology and make recommendations to maximize efficiencies. Train clients on the effective use of online tools
  • Collaborate with internal teams to ensure proper metrics are achieved and with a focus on continued process improvement
  • Communicate, manage, execute, monitor and review change management
  • Contribute to the training, development and oversight of junior team members where applicable

Requirements

  • BS/BA in accounting, finance or economics-related area
  • 7+ years of Investment Performance and Analytics experience and/or solid knowledge of investment performance analysis
  • Ability to interpret large amounts of data and translate into concise, easily understood speaking points
  • CFA/CIPM preferred

About State Street

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.

What We Offer

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.

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 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.

Discover more at StateStreet.com/careers

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