Custody Client Service Officer

at  State Street

Who we are looking for
The AMS Client Service Officer position is a management role responsible for a team of client service representatives providing both relationship management and daily operational support to our asset managerclients. AMS Officer’s are also responsible for their team’s work allocation and oversight, process improvement strategies, training of new staff, problem resolution,and serve as an escalation point for external and internal clients.
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

• Responsible for managing multiple external client / investment manager relationships.
• Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
• Responsible for managing a team(s) of client service representatives.
• Responsible for strategic aspects of maintaining and growing long-term client 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 to drive execution of initiatives.
• 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.
• Provides project management support for client related initiatives.
• Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
• Manages internal and client expectations.
• Manages conversion and new client relationships with minimal input/contact from VP or SVP.

Education & Preferred Qualifications

• BS/BA degree required. MBA desirable
• Must have a minimum of 5-7 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.
• 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 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
Salary Range:
$60,000 - $90,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street’s Speak Up Lin

• Responsible for managing multiple external client / investment manager relationships.
• Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
• Responsible for managing a team(s) of client service representatives.
• Responsible for strategic aspects of maintaining and growing long-term client 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 to drive execution of initiatives.
• 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.
• Provides project management support for client related initiatives.
• Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
• Manages internal and client expectations.
• Manages conversion and new client relationships with minimal input/contact from VP or SVP