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State Street

Holds assets for institutions and runs index funds

Client Service Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeHangzhou, Zhejiang, ChinaNo salary listedIn-person

About the Job

Requirements

  • Experience in a custody, fund accounting, or fund administration environment, with significant exposure to business-as-usual tasks and client services.
  • Previous financial services experience and market knowledge are essential.
  • Demonstrated stakeholder management experience.
  • Ability to communicate with clients, managers, and peers.
  • Strong communication, technical, critical-thinking, and creative-thinking skills.
  • Comfort taking responsibility and accountability, and willingness to embrace and address changes in processes, operating models, and business requirements.

Responsibilities

  • Deliver highly valued services and solutions to clients, ensuring consistent service quality and offering State Street's full range of services as client needs and services evolve.
  • Manage activities servicing client relationships and operations, including responding to escalated issues, communicating resolutions to clients, monitoring inquiry-resolution metrics, and escalating unresolved issues to senior management as needed.
  • Keep senior management informed of new developments, service issues, and business opportunities.
  • Facilitate cross-functional and cross-team communication to resolve client issues and queries and deliver high-quality services.
  • Promote a collaborative cross-business and cross-jurisdiction environment that fosters change and innovation.
  • Provide subject matter expertise for new-business onboarding and other projects as required.
  • Drive project work to improve client service.
  • Lead continuous evaluation of team operations and encourage innovative ideas to enhance efficiency, reduce risk, or increase revenue.
  • Review operating standards to drive innovation, strategic opportunities, and best practices.
  • Deliver key messages and communications to ensure relevant parties are informed of client activities.
  • Assist with compliance and fiduciary reviews, controls, and audits as appropriate.
  • Maintain sound risk and compliance controls and promptly resolve identified non-compliant items.
  • Adhere to corporate policies and procedures, including the Standard of Conduct.
  • Perform other duties as required.

Desired Qualifications

  • Related degree qualifications or business studies are highly desired.
  • Ability to lead, motivate, and inspire others to achieve business goals and contribute to team success.

About the Company

State Street

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.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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