Offshore Fund Client Services Assistant Vice President
State Street
Offshore Fund Client Services Assistant Vice President
State Street
Holds assets for institutions and runs index funds
Who we are looking for
Experience in client management, strong verbal and written communications skills in both English and Japanese, and some experience with presentations a must. Must possess leadership and management skills. Knowledge of computer systems, financial operations and/or global custody and related industries a plus.
Why this role is important to us
The client service team you will be joining is a part of State Street Client Coverage Department. The client service 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. Our products help our clients make better investment choices and act on growth opportunities.
What you will be responsible for
As Client Service Assistant Vice President you will
Responsible for managing small to medium sized clients and supporting Vice Presidents and Managing Directors with the larger/more complex relationships within business unit and onboarding new clients
• Responsible for the day to day management and successful long-term relationships of assigned clients.
• Responsible for managing a team(s).
• Focus on strategic aspects of maintaining and growing long-term relationships.
• Visit clients on a regular basis like quarterly and have service review meetings. Ensures to keep 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 operations and other business units to ensure an effective operating environment. Works with management keeping them informed of new developments, service issues, and new business opportunities.
• Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.
• Other duties as assigned
What we value
These skills will help you succeed in this role
• The ability to collaborate across teams and manage workflows is critical as there are often multiple teams from different global locations working to the on the same process.
• Professional communication verbally and in writing as there are often external interactions
• Ability to manage multiple workstreams and prioritize based on both client focused and risk based analysis
Education & Preferred Qualifications
Bachelor/ Graduates from University is required. Over 5 years+ in Financial Services Industry Experience.
Additional requirements
Ability to travel up to 10%.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Holds assets for institutions and runs index funds
State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.
Explore more opportunities at State Street