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Asset Owner Client Service, Vice President

3 months ago

Sacramento, California, United States State Street Full time

Who we are looking for

The Asset Owners Client Service VP role is responsible for strategic management, proactive client engagement, client solutioning, and service level governance across the global delivery organization.

Why this role is important to us

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.

What you will be responsible for

As an Asset Owners Client Service VP you will

  • Ensure strategic management of long-term relationships of assigned clients in coordination with leadership from other teams including Middle Office, Performance & Analytics, Private Markets, GCOOs, Relationship Managers, etc.
  • Establish and maintain senior level relationships with assigned clients
  • Ensure superior client satisfaction by monitoring day-to-day service quality and deliverables across global delivery organization including analysis of KPIs and other applicable metrics
  • Coordinate issue resolution and client communication where appropriate including operational and regulatory matters
  • Conduct workshops with clients to identify process improvement opportunities and implementation of consistent operational best practices
  • Oversee project management of client driven initiatives and open items activities with clients
  • Oversee change management coordination including fund openings, closures, transitions, restructures, etc.
  • Oversee client documentation maintenance including SLAs, AML, FTTOP, etc.
  • Handle highly confidential and sensitive information that pertains to client issues, division and corporate operations and short/long-term strategies
  • Participate in client focused remediation working groups and operating model change initiatives
  • Ensure client needs are proactively identified and manage potential internal issues impacting client satisfaction
  • Lead conversions/start-up of new client relationships and coordinate with client and applicable SSC operating areas while managing internal and client expectations
  • Manage preparation of internal risk and compliance profiles and respond to inquiries from client auditors
  • Provide staffing recommendations by interviewing new personnel and working with Talent Acquisition throughout the hiring process
  • Provide coaching and development opportunities to staff, participate in individual on-going training and development, and complete performance evaluations
  • During the course of normal day to day operations, 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

What we value

These skills will help you succeed in this role

  • Strong critical thinking, problem solving, and decision making skills
  • Strong communication, interpersonal, and organizational skills including excellent time management and prioritization
  • Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments
  • Excellent administrative and organizational skills with the proven ability to multi-task and to work efficiently to meet client deliverables

Education & Preferred Qualifications

  • Minimum of a Bachelor's degree and 8+ years of experience or equivalent
  • Strong computer competence (Microsoft applications: Excel, Word, etc.)

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.

State Street is an equal opportunity and affirmative action employer.

Discover more at

Salary Range:

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.