Global Custody / Offshore Fund Client Service, Officer

State Street•Clifton, NJ

11h•Hybrid

About The Position

The client service team you are joining 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. Our products help our clients make better investment choices and act on growth opportunities. As Client Service Officer you will be responsible For managing Japanese clients based in Japan or their affiliates located in North America supporting and working with relationship managers, operations teams to deliver consistent high quality of client service to these important and strategic clients of the bank.

Requirements

Experience in client facing role.
Strong verbal and written communications skills.
Fluent in Japanese.
Strong English language skills.
Team player working with broader range of internal/external stakeholders.
Knowledge of computer systems, financial operations and/or global custody, offshore funds.
Bachelor/ Graduate Degree from University.
Experience in the financial services industry (at least 5 years).
Excellent business understanding of global custody, fund administration and offshore funds.
Highly organized, highly attentive to detail, driven and able to work independently to drive change and excellent outcomes for clients.
Client service oriented person with excellent client service skills, ability to drive and influence discussions with clients and internal parties.
Effective at working across large global organizations to identify those with the knowledge/answers to quickly and effectively respond to client queries and issues.

Nice To Haves

Other product knowledge is advantage.
Working knowledge of fund administration services, either offshore or domestic is advantage.
Experience working in client service or custody/fund accounting operations is advantage.

Responsibilities

Managing Japanese clients based in Japan or their affiliates located in North America, supporting and working with relationship managers and operations teams to deliver consistent high quality of client service.
Understanding Japan client needs and agreed deliverables, working with your local and Japan based managers to achieve the common goals.
Supporting service deliveries that are customized for Japan specific clients and not supported by State Street global standard operating model owned by various upstream functionalized teams.
Contributing to ensuring all the deliverables for responsible clients are met in both timeliness and quality.
Executing customized operations by accessing custody and accounting systems per SOP that are classified as customized/bespoke services therefore not covered by GD upstream teams.
Working with Relationship Managers and Client Service Team in Japan and Luxembourg, and upstream operation teams to support follow-the-sun service model leveraging time-zone advantage in US.
Working with internal operations teams and relationship managers to ensure client queries are timely and appropriately responded to maintain client satisfaction levels at high.
Accompanying client travel to North America locations (e.g., Boston, New York) and provide on-site support as needed.
Supporting North America time zone needs and escalations for EMEA and APAC client service, operations and relationship management teams serving Japan clients.
Proactively identifying client needs and addressing potential issues impacting client satisfaction.
Visiting clients on a regular basis and deepen client relationships as needed.
Participating in periodic KPI / service review meetings and materials preparation.
Always demonstrating adherence to our risk and compliance culture and demonstrate highest integrity, earning our clients’ trust everyday.
Understanding client needs and suggesting improved service enhancements working effectively with global operation teams to provide enhanced services to Japanese clients, creating strong relationships with operations teams in North America and global.
Other duties as assigned.

Benefits

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 (excluding certain sales roles subject to sales incentive plans).
Eligibility for certain tax advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Vibrant employee networks.