Client Services - Officer

at  State Street

Client Service Officer
Job Summary
The successful candidate will act as primary client contact for a portfolio of clients. This role will provide the candidate with exposure to all aspects of client service, including responding to client queries, the on-boarding of new funds/clients and ad hoc project work. It is a unique role that requires an understanding of how different departments and geographical locations within State Street interact and work together to service our clients.

Job Duties and Responsibilities

• Primary point of contact for portfolio of clients
• Build effective working relationship with clients, based on mutual respect and trust
• Ensure excellent level of service provided to clients at all times
• Ensure timely escalation of any client issues as required
• Point of receipt for all Client change requests; log and work with internal departments to ensure timely delivery of change agenda for clients.
• Management of Client Reporting process
• Manage the on-boarding of additional clients/funds as required
• Log and resolve client queries, involving other internal departments as needed, in a timely and professional manner
• Ensure that sufficient controls are in place and consistently followed for all client service processes
• Help foster culture of collaboration with colleagues, clients and external parties
• Run and maintain log of client service calls and action logs
• Attendance at client board meetings as required
• Ad hoc projects as directed
• Work as part of a client service team, covering for colleagues as required.

Qualifications

• Primary Degree or a Professional or Accounting qualification or equivalent.
• Significant experience working in the financial Services Industry, preferably with direct exposure to working with clients.

• Primary point of contact for portfolio of clients
• Build effective working relationship with clients, based on mutual respect and trust
• Ensure excellent level of service provided to clients at all times
• Ensure timely escalation of any client issues as required
• Point of receipt for all Client change requests; log and work with internal departments to ensure timely delivery of change agenda for clients.
• Management of Client Reporting process
• Manage the on-boarding of additional clients/funds as required
• Log and resolve client queries, involving other internal departments as needed, in a timely and professional manner
• Ensure that sufficient controls are in place and consistently followed for all client service processes
• Help foster culture of collaboration with colleagues, clients and external parties
• Run and maintain log of client service calls and action logs
• Attendance at client board meetings as required
• Ad hoc projects as directed
• Work as part of a client service team, covering for colleagues as required