Overview

Investment Manager Services Client Service Manager, Officer Job at State Street in Sydney NSW

Who we are looking for

This role has a high level of responsibility within the Middle Office Client Service team of State Street Investment Manager Services in Sydney. This Client Service Manager will act as a primary contact point for the local institutional clients. The Client Service Manager is responsible for pro-actively monitoring service delivery to the clients while ensuring the resolution of service issues and timely responding to all incoming inquiries.

Why this role is important to us

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.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Client Service Manager you will

Ensure all client inquiries are logged and resolved in a timely and satisfactory manner

Monitor client inquiry trends and recommend remedial actions that will improve ongoing client satisfaction

Establish strong working relationships with the client and the internal operations teams providing services for the clients

Ensure all daily and monthly services are delivered in accordance with relevant client SLA’s

Produce monthly KPI reporting

Participate in monthly client service reviews

Contribute to team initiatives around audit and risk management

Track daily activities and generate reporting for management review

Assist Operations Team Leader with complex client relationships/requests

What we value

These skills will help you succeed in this role

Proven ability to communicate in a clear concise and professional manner

Strong time management skills with the ability to prioritize tasks under pressure

A team player

Education & Preferred Qualifications

A Bachelor’s degree in Finance, IT or Accounting preferred

Proven track records in a client service or operation environment with over 5 years client facing experience

Solid understanding of the Investment Management industry

Attention to detail

Responsible and take ownership of all allocated tasks and client issues

Demonstrate the ability to prioritize work effectively when handling multiple tasks and projects

Demonstrate the ability to work to tight deadlines

Demonstrate highly professional behavior when dealing with all key stakeholders

Willingness to learn and flexible to changes

Middle Office experience

Good understanding of thinkFolio, CRD and CTM is an advantage

Additional requirements

Provide high quality client servicing to our clients

Embrace State Street’s “corporate values” and support a work environment reflective of those values

Effectively communicate with clients, external custodians, and peers within State Street

Be a strong team player and demonstrate dedication to group and company goals

Demonstrate professional maturity and effective time management

Demonstrate the ability to analyze a problem obtain and evaluate information and reach sound conclusions

Be a key contact for the client in escalations and complex market questions

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

About the Company

Company: State Street

Company Location:  Sydney NSW

Estimated Salary:

About State Street