Client Service Lead

4 days ago

Quincy, Massachusetts, United States State Street Corporation Full time
About the Role

This is a Client Service Lead role in the US Asset Owners division at State Street Corporation. The candidate will be the point of contact for multiple client relationships, manage client activities, and resolve client inquiries in a timely manner. The Client Service Lead will be responsible for building and maintaining strong relationships with both external clients and internal service partners. They will monitor and oversee the performance of all business unit shared service teams and global COEs as it relates to the overall service delivery for our clients. Under moderate supervision, the Client Service Lead will support the operational management of multiple client relationships. Prompt follow-up on exception situations and facilitating timely problem resolution to mitigate risk to the corporation are required.

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.

Responsibilities

As a Client Service Assistant Vice President, you will:
  • Be responsible for the day-to-day interaction and successful relationships with several clients, on both the Accounting and Investments teams of the client office.
  • Ensure client satisfaction of inquiries are satisfactorily responded to and resolved. Measured through surveys and direct feedback.
  • Have accountability for liaising with COEs, Shared Service teams, and other business unit areas as required to escalate and resolve client's service and operational issues.
  • Facilitate communication to ultimately ensure an effective operating environment.
  • Work in conjunction with individuals on the team as well as Shared Services/COEs, outsource partners, other business units as well as external clients as needed to ensure seamless processing according to the fund's policies, client's procedures, and that all SLAs are met.
  • Work collaboratively with teams and management across the organization on various projects, oversight, committees, KPIs, etc.
  • Work closely with senior management to keep them informed of new developments, service issues, and new business opportunities.
  • Compile client documentation, organize internal meetings, and assist with developing meeting materials.
  • Maintain functional and technical knowledge across multiple disciplines.
  • Act as a liaison between client and internal departments to ensure successful implementation.
  • Perform other duties as assigned.

What We Value

These skills will help you succeed in this role:
  • Strong communication and organizational skills with a consultative mindset.
  • Capable of thinking strategically and analytically with a demonstrated ability of driving execution.
  • Acts with a high level of responsiveness.
  • Ability to work collaboratively across multiple business groups and levels of the organization.
  • Self-motivated, strong work ethic.
  • Strong ability to adapt to change and multi-task.

Education & Preferred Qualifications

The ideal candidate will have:
  • BS/BA degree required.
  • Must have a minimum of 5 years of related experience, preferably in the financial services industry.

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