Client Services, AVP

Why this Job is important to us

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

Who we are looking for

Join our Performance Services team as a Client Services, AVP  and collaborate with some of the top asset manager and institutional organizations. You will work with and directly service investment staff on their performance and attribution data and reporting. You will engage with client and other State Street teams to define ongoing plan structure changes, review and interpret results and optimize the use of online data tools.

What you will be responsible for

As Client Services AVP you will be: 

• Responsible for managing small to medium sized clients and supporting Vice Presidents or Sr. Vice Presidents with the larger/more complex relationships within business unit and onboarding a new client. Responsible for the day to day management and successful long-term relationships of assigned accounts.
• Responsible for managing a team(s) of client relationship employees with Client Operations Team.
• Relationships individually managed are generally small to medium 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.
• May be asked to develop and present fee proposals to VP or SVP for review and approval. May negotiate fees on relationships individually managed. Ensures fee schedules are properly implemented and receivables are collected in a timely manner.
• Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations.

What We Value

These skills will help you succeed in this role:

• Must possess superior leadership and managerial skills.
• Sound interpersonal skills
• Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
• Good knowledge of computer systems, financial operations and related industries a plus.

Education and Preferred Qualifications

• BS/BA degree required.
• Must have a minimum of 5+ 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.
• MBA desirable.
• Ability to travel up to 25%.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

For further information, and to apply, please visit our website via the “Apply” button below.