Fund Accounting, Officer
About The Position
The AMS Client Service Officer position is a management role responsible for a team of client service representatives providing both relationship management and daily operational support to our asset manager clients. AMS Officers are also responsible for their team’s work allocation and oversight, process improvement strategies, training of new staff, problem resolution, and serve as an escalation point for external and internal clients. 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.
Requirements
- BS/BA degree required.
- Must have a minimum of 5-7 years of related experience, preferably in financial services industry.
- Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
- Must possess leadership and management skills.
- Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
Nice To Haves
- MBA desirable
- Ability to travel up to 25%.
Responsibilities
- Responsible for managing multiple external client / investment manager relationships.
- Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
- Responsible for managing a team(s) of client service representatives.
- Responsible for strategic aspects of maintaining and growing long-term client relationships.
- Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
- Proactive identification of client needs and potential internal issues impacting client satisfaction.
- Works closely with internal teams and clients to drive execution of initiatives.
- Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment.
- Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
- May be responsible for client retention and revenue expansion through existing services and cross sell.
- Provides project management support for client related initiatives.
- Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
- Manages internal and client expectations.
- Manages conversion and new client relationships with minimal input/contact from VP or SVP.
Benefits
- competitive and comprehensive benefits packages
- generous medical care
- insurance
- savings plans
- flexible Work Program
- development programs
- educational support
- paid volunteer days
- matching gift program
- access to employee networks
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
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What This Job Offers
Job Type
Full-time
Career Level
Manager
