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State Street

Holds assets for institutions and runs index funds

Client Service Operations Assistant Vice President

Customer SupportConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Strong financial knowledge and/or experience in custody businesses, trust bank business, or asset management businesses.
  • More than 10 years of experience in custody or a related role at a financial institution.
  • More than 3 years of staff management experience.
  • Native-level Japanese and business-level English proficiency.
  • Excellent client-service mindset and skills.
  • Good management skills or strong potential to develop them.
  • Strong communication skills for external and internal communication.
  • A client-appropriate professional demeanor.

Responsibilities

  • Oversee and manage escalations for asset servicing activities, including income, corporate actions, tax, proxy, and class action events.
  • Develop and sustain client relationships by providing high-standard client services in day-to-day operations.
  • Understand current client needs and anticipate future needs by actively participating in client calls.
  • Serve as an escalation contact for internal and external stakeholders and maintain client key performance indicators.
  • Foster relationships with client service teams in Tokyo, global operations departments, and relationship management to obtain appropriate internal support for client service.
  • Manage day-to-day client inquiries and ensure the team provides timely, satisfactory responses.
  • Manage team resourcing, including staff retention and fair evaluation.
  • Provide leadership and ongoing communication about team goals and objectives.
  • Train and develop staff; provide coaching; manage succession planning; and complete staff evaluations and individual development plans in accordance with company policy.
  • Contribute to management team decisions and initiatives, and participate in department business planning, goal setting, and budgeting as directed.
  • Promote and support organizational changes and initiatives.

Desired Qualifications

  • Experience in asset servicing, including income, corporate actions, tax, proxy, or class action events.

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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