Operations Client Service Officer

Officer (400) - Client operations

State Street: Manager (Officer)

Why this role is important to us:
The team you will be joining will be responsible for the client services & Client delivery management roles for fund accounting and custody services we offer our clients.

What you will be responsible for:

- Strong understanding and experience of cash reconciliation exceptions between accounting and custody.

Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
- Act as primary contact and escalation point for operational issues
- Manage and escalate issues related COE’s and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Good presentation skills to analyze reduction trend and present to senior management for weekly reviews
- Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop and motivate new staff, complete performance appraisals
- Provide coaching and development opportunities to staff, participate in individual on-going training and development
- Provide technical expertise and analytically strong to resolve daily problems
- Serve on committees. Help define and implement new company initiatives
- During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Other duties as assigned

What we value:
These skills will help you succeed in this role:

- Client focus: - Act as a focal point of contact to maintain strong client relationship; actively participate in client meetings, and ensure team responds to client inquiries.
- Leadership Focus - Leverage experience and technical expertise to support peers globally by providing guidance and training, and fully support and participate in all aspects of employee engagement.
- Operational Efficiency Focus: Actively participate in an efficient and effective global operating model, collaborating with peers globally, and using standard technology, best practices, and optimal functions.
- Performance Focus: Provide excellent service to clients through a results-oriented mindset
- Quality & Risk Focus: Understand and minimize risk through adhering to standard and client specific operating procedures and through broad participation in the global training program. Focus on qualitative work, attention to detail with a thorough understanding of business impact and ways to minimize risk.

Qualifications:

- Equivalent to a BS degree in Finance, Business or related field.
- At least 9 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity.
- Knowledge of accounting, custody, trades, cash reconciliation.
- Good interpersonal, organizational and management skills.
- Solid understanding of operational functions within Custody and/or Fund Accounting

Additional requirements:

- Must have strong Excel and PowerPoint skills
- Must be able to work in a fast paced environment with global stakeholders and possess exceptional ability to prioritize work priorities.
- Must possess strong verbal and written communication skills.
- Must have the initiative and capability to collaborate with a diverse stakeholder base to deliver timely and high quality output
- Must be highly organized with strong attention to detail