Operations Client Service Officer

2 weeks ago

Bengaluru, India State Street Full time

Job Description

Officer - Custody Client Operations - Job Description

Who we are looking for

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

These skills will help you succeed in this role
- 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

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.

State Street is an equal opportunity and affirmative action employer.

  • Operations Client Service Officer

    1 week ago

    Bengaluru, India State Street Full time

    Officer - Custody Client Operations - Job Description Who we are looking for 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...

  • Client Relationship Officer

    3 weeks ago

    Bengaluru, Karnataka, India Corporation Service Company Full time

    Assistant Client Relationship Officer – Corporate  Location: Bangalore  Schedule – 45hrs per week Hybrid Your Opportunity:  The Assistant Client Relationship Officer, Corporate has responsibility to assist the broader corporate team in their duties to fulfil the full corporate administration of a portfolio of companies and...

  • Client Relationship Officer

    2 weeks ago

    Bengaluru, Karnataka, India CSC (Corporation Service Company) Full time

    **Assistant Client Relationship Officer - Corporate**: - **Location: Bangalore**: - **Schedule - 45hrs per week**: - **Hybrid **Your Opportunity: The Assistant Client Relationship Officer, Corporate has responsibility to assist the broader corporate team in their duties to fulfil the full corporate administration of a portfolio of companies and...

  • Operations Client Service Associate2

    2 weeks ago

    Bengaluru, India State Street Full time

    Who we are looking for: This is a position with a high level of responsibility within the Client Operations Service Delivery -Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. The role is...

  • Operations Client Service

    7 days ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Operations Client Service - Associate **Who we are looking for**: This is a position with a high level of responsibility within the Client Operations Service Delivery -Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry...

  • Operations Client Service Officer

    2 weeks ago

    Bengaluru, India State Street Full time

    The job profile requires Custody experience in handling service delivery across Insurance products and client engagement operationally.

  • Operations Client Service

    6 days ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Job DescriptionWho we are looking forLooking for seasoned static data professional who will work with FX DBM operations team to create accounts in system for clients to execute foreign exchange trade.Respond to e-mail inquiries accurately and in a timely manner. Escalate and report issues, including systems related issues to the appropriate groups, track and...

  • Serviced Office

    2 weeks ago

    Whitefield, Bengaluru, Karnataka, India Enview Technologies Full time

    Job Title: Serviced Office Location: Nallurhalli, Bangalore Job Purpose: To manage and oversee the daily operations of the serviced office, ensuring excellent customer service, efficient office management, and high levels of client satisfaction. The role requires managing office facilities, supporting clients, and ensuring smooth communication between all...

  • Operations Client Service, Srassc

    2 weeks ago

    Bengaluru, India State Street Full time

    **Who we are looking for**: This is a position with a high level of responsibility within the Client Operations Service Delivery - Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. **What...

  • Client Service Specialist

    2 days ago

    Bengaluru, Karnataka, India MUFG Full time

    About MUFG Bank, Ltd.We are Japan's premier bank, with a global network spanning over 40 markets. Our extensive scope of commercial and investment banking products and services cater to businesses, governments, and individuals worldwide. As part of Mitsubishi UFJ Financial Group (MUFG), we aim to be the world's most trusted financial group through close...

  • Operations Client Service

    3 weeks ago

    Bengaluru, India State Street Full time

    This is a position with a high level of responsibility within the Client Operations Service Delivery -Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. The role is based out of State...

  • Operations Client Service Associate 2

    2 weeks ago

    Bengaluru, India State Street Full time

    Who we are looking for: Client Service representatives responsible for resolving queries and investigating issues from Investment Managers for funds managed at State Street Perform both client facing and operational processing functions for Accounting and Custody. Research and resolve client inquires and service related requests. Escalating and directing...

  • Operations Client Service

    2 weeks ago

    Bengaluru, India State Street Full time

    Operations, Client Service: State Street: Associate 2 What you will be responsible for: - Responsible for ensuring and reviewing all the CSO requirements such as Daily/weekly recon on Cash, Stock and Income. - On a daily basis identify failed & unmatched trades, reason for it and initiate the resolution process - Conduct independent research to gather and...

  • Operations Client Service Associate 2

    2 weeks ago

    Bengaluru, India State Street Full time

    Who we are looking for We are looking for a highly motivated individual who has a basic understanding of Fund Accounting / NAV Calculation / Financial Reporting / Trade life cycle management. The role requires working in conjunction with individuals on the team as well as other Shared Services/COEs, outsource partners, Client Operations, other business...

  • Operations Client Service, Srassc

    2 weeks ago

    Bengaluru, India State Street Full time

    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 as services evolve. - _Provide support during US market hours._ - Define risk environment for business unit and perform Risk and Control Assessment to ensure...

  • Operations Client Service

    1 week ago

    Bengaluru, Karnataka, India State Street Full time

    Who we are looking for: - This is a position with a high level of responsibility within the Client Operations Service Delivery -Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s.- The role...

  • Asset & Wealth Management Operations - Client Services Operations - Associate - Bengaluru

    3 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Asset and Wealth Management Operations Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...

  • 15h Left Client Service Operator

    3 weeks ago

    Bengaluru, Karnataka, India Deutsche Bank Full time

    Job DescriptionClient Service OperatorPosition OverviewJob Title: Client Service OperatorLocation: Bangalore, IndiaRole DescriptionThe team will be responsible for booking, Amendments, Chasing clients and Executing Brokers for any discrepancies. Monitor and resolving the Queries raised from Settlements/FO Team. Sending Reports to internal Global Relationship...

  • Client Servicing Executive

    3 weeks ago

    Bengaluru, India Insider.in Full time

    **Responsibilities**: - Run all operations for the project/event, end to end. - Leading system configuration and testing and tracking project timelines. - Manage and support all client communications. - Analyze and understand the client mandates in terms of their business objectives and work towards fulfilling them. - Coordinate with the internal...

  • Operations Client Service Associate 2

    3 weeks ago

    Bengaluru, India State Street Full time

    Who we are looking for: This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. What you will be responsible for: The...