Client Implementation

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/Accounting - Trades, Cash, FX, Corporate Actions knowledge is must.
• People management experience – ability to manage and be accountable for the services of the staff in the team. Ability to guide and coach the team
• 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

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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