Sales and Service Client Services, Officer

State Street; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

State Street Hong Kong is seeking a Client Service Manager to act as the primary point of contact for assigned clients, coordinating with subject-matter experts across locations to ensure seamless service delivery. You will manage reviews, drive client satisfaction, and coordinate change requests while maintaining strong governance and risk controls.

The role requires 5-8 years in asset servicing, fluency in English and Chinese (Cantonese/Mandarin), and the ability to communicate effectively

Qualifications

• University graduate.
• 5-8 years of asset servicing experience in custody / fund accounting / fund administration.
• Strong English and Chinese (Cantonese and Mandarin) language fluency.
• Excellent verbal & written communication, interpersonal, analytical and time management skills.
• Self-motivated, able to work effectively and autonomously.

Responsibilities

• Be the primary client contact point for State Street’s services on the assigned clients.
• Deliver highly valued services and solutions to clients to ensure quality services and range of offerings.
• Manage client relationships and service delivery, respond to escalated issues and communicate resolutions.
• Coordinate client reviews and due diligence, and support change requests and projects.

Skills

Leadership

Communication

Change agent

Critical thinking

Team player

Education

University degree

Job description

Who We Are Looking For

We are currently looking for an experienced and exceptional individual to join our Client Service Team as Client Service Manager. As a member of the client service team and representative of that team, you will be responsible to navigate clients through the company by connecting the clients with the appropriate subject matter experts within State Street locally or across locations. The Client Services Manager is expected to interact with all levels of professionals both internally & externally. Therefore, exceptional interpersonal and communication skills are required. The Client Services Manager will also manage regular client reviews to ensure service quality and coordinate resolution of client change requests to appropriately meet client expectations.

Why this role is important to us

You will be joining the Client Service function under State Street Investment Services, Hong Kong. State Street’s Investment Services business provides a full range of custody, accounting, fund administration, risk and performance analytics, reporting, and related services for public and alternative assets, as well as multi asset-class investments. We are an essential partner to global investment and wealth managers, asset owners, official institutions, and central banks, providing critical infrastructure and expertise to help our clients streamline their operating models, harness data to make better-informed investment decisions, and seize growth opportunities in ever-changing market environments. Our combination of consistency and creativity is what helps our clients face the future with confidence that allows us to deliver a comprehensive, holistic approach to each client relationship. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

What You Will Be Responsible For

• Be the primary client contact point for State Street’s services on the assigned clients
• 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
• Manage activities in servicing client relationships and client services delivery i.e. respond to escalated issues, communicate resolution to clients, monitor metrics around inquiries being resolved at point of contact, and elevate unresolved issues to senior management as needed
• Prepare and arrange regular services review meetings and annual due diligence with clients; coordinate and execute client project or change request related preparations and analysis
• Coordinate and assist in senior level executives visits to clients for relationship building
• Keep senior manager informed of new developments, service issues, and new business opportunities from clients
• Facilitate cross-functions/teams communication to resolve client issues/queries and deliver high quality services
• Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation
• Provide Subject Matter Expertise for new business on-boarding and other projects as required
• Drive relevant project work to improve client service
• Lead continuous evaluation of team operations, encouraging innovative ideas to enhance efficiency, reduce risk or increase revenue
• Review broad array of operating standards driving innovation, strategic opportunities and best practices
• Effectively deliver key messages & communication to ensure relevant parties are informed of any client’s activities
• Assist with compliance/fiduciary reviews, controls, and audits as appropriate
• Sound risk and compliance controls with immediate resolution of non-compliant items identified
• Adhere to State Street corporate policies and procedures including but not limited to the Standard of Conduct
• Perform other duties as required

What We Value

• Strong leadership skills - the candidate must be very comfortable with taking on responsibility and accountability.
• Strong communication skills - there is a significant amount of interaction with clients, senior management and other key stakeholders.
• Strong change agent – the team and company generally are undergoing a significant amount of change and transformation in terms of processes, operating model and business requirements. We need someone who is willing to embrace and address these challenges.
• Strong technical, critical thinking and creative thinking skills – the range of daily issues as well as the need to come up with creative solutions to client requests requires an adaptable and creative approach.

Education & Preferred Qualifications

• University Graduate
• 5-8 years of asset servicing experience in custody / fund accounting / fund administration environment with significant exposure to client services
• Possess a high level of professional maturity and be able to communicate with clients, managers and peers as well as demonstrated stakeholder management experience
• Strong verbal & written communication, interpersonal, analytical and time management skills
• Strong team player, self-motivated, ability to work effectively and autonomously
• Effective problem solving
• Strong English and Chinese (both Cantonese and Mandarin) language fluency
• Previous financial services experience and market knowledge are essential

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.

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Job ID: R-799243