Sales and Service Client Services, AVP
About The Position
Who we are looking for A self-starter and problem solver to become part of a world class support team, providing outstanding support to self-service accounting clients in our Insurance Segment. Investment accounting experience required. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
Requirements
- Problem solving
- Communication skills
- Knowledge of investment accounting, preferably in the Insurance industry
- 3-5 years Investment accounting experience
Nice To Haves
- PAM for Investments experience preferred but not required
- Client Service experience preferred
- Experience with PAM for Investments or other accounting software preferred
Responsibilities
- Understand client objectives and respond to questions on business functionality and processes.
- Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution.
- Be the voice of the client, advocate on their behalf for both defect resolution and enhancement requests.
- Ensure frequent touchpoints with the clients to promote a productive, professional relationship while proactively assessing, clarifying and validating customer needs.
- Learn and continuously expand your knowledge of the PAM for Investments software
Benefits
- Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
