Client Implementation - Senior Manager

State Street; Bengaluru; On-site; INR 12,00,000 - 16,00,000; Full time

Job summary

A leading global financial services firm in Bengaluru is seeking an Officer in Custody Client Operations. In this role, you will ensure successful service delivery to global clients and perform oversight activities. The ideal candidate has over 10 years of custody experience, strong analytical skills, and excels in communication. Competitive benefits and a supportive work environment are offered.

Benefits

Generous medical care

Insurance and savings plans

Flexible Work Program

Development programs and educational support

Qualifications

• 10+ years’ experience in Custody - Trades, Cash, FX, Corporate Actions knowledge is must.
• Former Client service experience would be an advantage.
• MBA/CFA accreditation would be an advantage.

Responsibilities

• Deliver highly valued services and solutions to clients to ensure quality services.
• Execute oversight activities to ensure interdepartmental deliveries are monitored.
• Ensure superior client satisfaction by acting as an advocate for clients.

Skills

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

Bachelor’s Degree in Finance, Accountancy or Business-related degree

10+ years’ experience in Custody

Tools

Excel

Advanced MS Office

Job description

Overview

Officer - Custody Client Operations - Job Description

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.

Responsibilities

• 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 COEs, shared service teams and other business units as required to escalate and resolve client\'s service/ operational issue.
• Trains, coaches colleagues 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

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.

Equal Opportunity

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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