Sales and Service Client Services, VP

State Street; Quincy (MA); On-site; USD 110,000 - 188,750; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Long-term disability

Employee Assistance Program

Job summary

State Street is seeking a Vice President – Client Service Manager in the US Asset Owners division. You will lead a 6-8 person team, manage complex client relationships, and oversee service delivery with internal partners to ensure excellence.

You will collaborate with senior clients and relationship management to deliver an outstanding client experience, driving timely resolutions and high satisfaction. Prior experience in financial services is preferred, with a BS/BA degree and 10+ years in the

Qualifications

• BS/BA degree required.
• Minimum of 10 years of related experience, preferably in financial services industry.

Responsibilities

• Lead a team of 6-8 client service leads and oversee multiple client relationships.
• Provide ongoing support and development for team members.
• Engage with senior client contacts and deliver outstanding client experience.
• Collaborate with relationship management to meet client needs and SLAs.
• Ensure inquiries are resolved and client satisfaction is measured via surveys and feedback.
• Liaise with global delivery and shared service teams to resolve issues.
• Communicate effectively across teams and management on projects and KPIs.
• Share knowledge on new developments and opportunities.
• Compile client documentation and assist with meeting materials.
• Maintain functional and technical knowledge across multiple disciplines.
• Act as liaison between client and internal departments for successful implementation.

Skills

People management

Client relationship

Communication

Organizational skills

Strategic thinking

Analytical

Collaboration

Self-motivation

Multi-tasking

Education

BS/BA degree

Job description

Who We Are Looking For

This is a Client Service Manager role in the US Asset Owners division. The candidate will manage a team of 6-8 client service leads and be responsible for multiple complex client relationships, manage client activities and ensure timely resolution of inquiries. The client service manager will be responsible for building and maintaining strong relationships with both external clients and internal service partners. You will monitor and oversee the performance of all business unit shared service teams as it relates to the overall service delivery for our clients and be responsible for overall client service excellence.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What You Will Be Responsible For

As Vice President you will:

• Be responsible for managing a team of 6-8 individual client service leads
• Provide ongoing support and development of individuals in your team
• Engage with senior client contacts
• Work collaboratively with relationship management assigned to your clients to deliver an outstanding client experience
• Ensure client satisfaction of inquiries is satisfactorily responded to and resolved. Measured through surveys and direct feedback
• Has accountability for liaising with global delivery and shared service teams and other business unit areas as required to elevate and resolve client’s service and operational issues
• Facilitate communication to ultimately ensure an effective operating environment.
• Work in conjunction with individuals on the team as well as Shared Services/COEs, outsource partners, other business units as well as external clients as needed to ensure seamless processing according to the fund’s policies, client’s procedures and that all SLAs are met
• Work collaboratively with teams and management across organization on various projects, oversight, committees, KPIs, etc.
• Share knowledge and information related to new developments, service issues, and new business opportunities.
• Compile client documentation, organize internal meetings and assist with developing meeting materials
• Maintain functional and technical knowledge across multiple disciplines
• Acts as a liaison between client and internal departments to ensure successful implementation.
• Perform other duties as assigned

What We Value

• Strong communication and organizational skills with a consultative mindset
• Capable of thinking strategically and analytically with a demonstrated ability of driving execution
• Acts with a high level of responsiveness
• Ability to work collaboratively across multiple business groups and levels of the organization
• Self-motivated, strong work ethic
• Strong ability to adapt to change and multi-task

Education & Preferred Qualifications

• BS/BA degree required
• Must have a minimum of 10 years of related experience, preferably in financial services industry

Salary Range

$110,000 - $188,750 Annual

Employee Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home

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 Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: R-794016