Sales and Service Client Services, AVP

State Street CorporationQuincy, MA
295d$80,000 - $132,500Hybrid

About The Position

In this role, you would be responsible for managing Client Service oversight of Custody and Fund Accounting operations on a large sized client and will be supporting Vice Presidents and Senior Vice Presidents on one of the largest/more complex global relationships within the business unit. 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 holder recordkeeping, to complete operations solutions, 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.

Requirements

  • BS/BA degree required.
  • Must have a minimum of 7 years of related experience, preferably in financial services industry.
  • Strong critical thinking, problem solving, and decision making skills.
  • Strong verbal and written communication skills.
  • Some experience with presentations, preferred.
  • Demonstrated strong leadership and successful independent project management skills.
  • Demonstrated Advanced Excel experience will be considered a strong plus.
  • Knowledge of financial services computer systems, financial operations and/or mutual fund and related industries will be considered a strong plus.

Responsibilities

  • Responsible for the day to day management and successful long-term relationships of assigned accounts.
  • Relationships individually managed are generally global, large sized.
  • Begins to focus on strategic aspects of maintaining and growing long-term 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.
  • 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.
  • Identifies potential barriers to exit through strategic value-added services.
  • Provides overall project management for client related initiatives.
  • Acts as a liaison between business units to ensure successful implementation.
  • Manages internal and client expectations.
  • Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.
  • Other duties as assigned.

Benefits

  • Generous medical care, insurance and savings plans.
  • Flexible Work Programs.
  • Development programs and educational support.
  • Paid volunteer days.
  • Matching gift programs.
  • Access to employee networks.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

Bachelor's degree

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