Client Service Expert, Senior Associate

at  State Street

Your new team
The team you will be joining is a part of State Street Business Onboarding and Transitions (BOaT) function. BOaT gives asset owners and managers support with new fund launches, account opening, account closing and account modification requests. This will help our clients to extend the investment choices for their funds in order to make them more attractive to the investors.
Join us if making your mark in the financial services industry from day one is a challenge you are up for!
Who are we looking for?
Client Service Expert position is integral to the successful completion of client onboarding set-ups as well as fostering key relationships with our internal customer base. We are looking for an ambitious and motivated individual with custody banking or consumer baking experience capable of delivering top quality services to financial, institutional clients.
Your new role
The primary responsibility of Client Services Expert will be to act as a contact person for some of our biggest clients on their EMEA range of investment funds.

As Client Services Expert - BOaT, Senior Associate you will be responsible for:

• Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries, including tax and proxy documentation.
• Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations.
• Assisting clients with new fund launches and account opening requests, what includes preparation of the account opening packages for the documentary markets.
• Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc.
• Providing prompt responses and processing time on all received inquiries.
• Driving resolution of issues and taking ownership of the assigned tasks.
• Assuming leading role in different department’s project focused on process improvement or office wide initiatives.
• Improving current processes in order to enhance controls (Risk Excellence), standardize and to gain efficiencies.
• Providing on the job trainings and market/process specific presentations (knowledge sharing).

What we value

These skills will help you succeed in this role:

• Client centric and pro-active approach
• Ownership mindset
• Strong communication skills
• Ability to work in the fast paced and sometimes stressful environment
• Experience in working directly with the external clients
• Advanced command of English (spoken and written)

Education & Preferred Qualifications

• Minimum 4 years of professional experience
• Experience from custody banking, consumer banking or finance area is preferred
• Good PC skills including MS Office application

We offer

• Permanent contract of employment from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold medical package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Employee savings plan
• Cafeteria benefits platform access including Multisport Card
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Technical or leadership career pathway

Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
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
State Street’s Speak Up Lin

As Client Services Expert - BOaT, Senior Associate you will be responsible for:

• Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries, including tax and proxy documentation.
• Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations.
• Assisting clients with new fund launches and account opening requests, what includes preparation of the account opening packages for the documentary markets.
• Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc.
• Providing prompt responses and processing time on all received inquiries.
• Driving resolution of issues and taking ownership of the assigned tasks.
• Assuming leading role in different department’s project focused on process improvement or office wide initiatives.
• Improving current processes in order to enhance controls (Risk Excellence), standardize and to gain efficiencies.
• Providing on the job trainings and market/process specific presentations (knowledge sharing)

These skills will help you succeed in this role:

• Client centric and pro-active approach
• Ownership mindset
• Strong communication skills
• Ability to work in the fast paced and sometimes stressful environment
• Experience in working directly with the external clients
• Advanced command of English (spoken and written