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Client Implementation & Service, Manager

Manage global custody client service delivery and risk assessments
Sydney, New South Wales, Australia
Senior
23 hours agoBe an early applicant
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

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Officer - Custody Client Operations

This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Officer is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery, contract and SLA documentation and execution, change management, and key performance reporting.

What you will be responsible for:

  • Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street's full range of services as their needs and our services evolve.
  • Provide support during US market hours.
  • Define risk environment for business unit and perform Risk and Control Assessment to ensure appropriate action is initiated and executed to minimize risk events
  • Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation.
  • Execute oversight activities to ensure interdepartmental deliveries are monitored and risks highlighted and addressed.
  • Assists with compliance reviews, controls, and audits as appropriate.
  • 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.
  • Exercise discretion and judgment with respect to matters of significance, such as resolving, reporting of issues/breaches and suspicious transactions.
  • Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines
  • Liaise with COE's, shared service teams and other business units as required to escalate and resolve client's service/operational issue.
  • Trains, coaches colleague and provides input to performance appraisals.

What we value:

  • Strong verbal and written communication skills.
  • Strong analytical skills.
  • Ability to perform effectively within strict client deadlines.
  • Attention to detail
  • Team player attitude
  • Ability to work on own initiative.

Education & Preferred Qualifications:

  • 10+ years' experience in Custody - Trades, Cash, FX, Corporate Actions knowledge is must.
  • Bachelor's Degree in Finance, Accountancy or Business-related degree.
  • Former Client service experience would be an advantage.
  • MBA/CFA accreditation would be an advantage.
  • Very good working knowledge of Excel.
  • Excellent English skills.

Secondary Skills (Good to Have):

  • Advance MS Office
  • Analytical Skills

About State Street:

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.

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.

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.

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Client Implementation & Service, Manager
Sydney, New South Wales, Australia
Customer Success
About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.