Investor Services - Client Services, Senior Associate

State Street Corp; Toronto; On-site; CAD 73,000 - 120,000; Full time

Benefits offered by this job

Medical care

Insurance

Savings plans

Flexible work programs

Job summary

State Street Corp in Toronto is seeking a Client Service professional to act as the primary contact for client inquiries and to coordinate reporting, onboarding, conversions, and day-to-day service delivery for assigned accounts. You will support privacy controls, audit readiness, and collaboration with COEs and Accounting Operations.

The role requires strong Excel skills, excellent communication, and a solid understanding of financial services.

Qualifications

• Business degree plus up to 4 years related financial services or investment operations experience with some level of supervisory responsibility.
• Strong Excel skills.
• Strong interpersonal and communication skills.
• Has good knowledge of financial service business & other internal SSC businesses.
• Works co-operatively with others to achieve team goals.

Responsibilities

• Provide timely & accurate client reporting and issue log maintenance.
• Coordinate client documentation and internal meetings.
• Record notes and action items during meetings.
• Ensure privacy and confidentiality per CIS standards.
• Monitor and support day-to-day service delivery for assigned accounts.

Skills

Excel

Interpersonal skills

Communication skills

Financial services knowledge

Education

Business degree

Job description

Why this role is important to us

Responsible for the day-to-day servicing of client relationships acting as primary point of contact for client inquiries and requests. Assist the team coordinating services for fund/product start-up/conversions restructures and interacting with Accounting Operations and global COE’s for the overall service delivery for their clients. Client Service is responsible for managing internal risk and compliance matters pertaining to assigned client relationships as well as coordinating (with applicable COE’s and Accounting Operations) any required client specific reporting. Client Service provides project leadership for training designing client-specific reporting supporting RFP activity and managing third-party administrator relationships.

What You Will Be Responsible For:

• Under moderate supervision responsible for providing timely & accurate client reporting and issue log maintenance.
• Responsible for compiling client documentation and organizing internal meetings.
• May assist with coordination and development of agenda and may attend meetings to record notes and action items.
• Coordinate effective and timely flow of critical information to all relevant parties and follows up on administrative details within the client service team.
• Establish and maintain procedures for privacy and confidentiality that is in line with Corporate Information Security (CIS) standards.
• Monitor and review daily work of Client Service group. May perform the duties of the Client Service Associates if required.
• Coordinate and/or perform Account Administration including account openings billing set up tax reclaims/tax documentation market openings/exits/updates security registration/system access/ID administration.
• Online support for various client-facing applications set up training resolving data integrity issues assisting with new product rollouts.
• Production and review of client-customized reporting; collection of data and production of customer report cards. Ensure accurate and timely delivery.
• Identify and resolve work processing issues. Make suggestions to streamline operations.
• Monitor day-to-day service delivery of BU Shared Service and COEs for assigned accounts.
• Respond in a timely manner to inquiries from operational COEs and other business units.
• Assist with compliance/fiduciary reviews and audits.
• Identify and implement consistent operational best practices.
• Build and maintain strong client and inter-departmental relationships.
• Train and develop new staff.
• Complete performance appraisals.
• Elevates unresolved issues/problems to Officer/AVP.
• During the course of normal day to day operation responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escape in accordance with corporate policy and guidelines detailed in relevant operating procedures.
• Other duties as assigned.

Education And Qualifications:

• Business degree plus up to 4 years related financial services or investment operations experience with some level of supervisory responsibility.
• Strong Excel skills.
• Strong interpersonal and communication skills.
• Has good knowledge of financial service business & other internal SSC businesses.
• Works co-operatively with others to achieve team goals.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.

We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$51,000 - $84,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job ID: R-801038