Client Services Manager, Assistant Vice President Client Services Manager, Assistant Vice President …

State Street Corporation
in Luxembourg
Permanent, Full time
Last application, 19 Oct 20
Competitive
State Street Corporation
in Luxembourg
Permanent, Full time
Last application, 19 Oct 20
Competitive
About Us

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, 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. For more information, for U.S. jobs only, please read our CEO Statement.

The Client Service Management Team is dedicated to TA specifically and will independently champion the 'voice' of the client across all TA Teams ensuring an enriched client experience. Under the supervision of the Transfer Agency Only (TAO) Manager, the responsibility of the Client Service Manager (CSM) is to provide a leadership of issue resolution and client management within Transfer Agency. The individual must have a strong sense of ownership and the capacity to work collaboratively across all internal functional areas of TA in order to drive solutions for our client's day-to-day challenges. In addition, the CSM must work closely with the wider cross border teams to ensure that the delivery of TA services and relationship towards the end client is a seamless part of the holistic solutions package

Main Duties Include:

  • The CSM is responsible for maintaining a full and detailed awareness of their allocated clients in the context of TA servicing in addition to having a general awareness of the global relationship, services solutions provided by the corporate group and how TA services contribute to the whole.
  • Deep technical knowledge of Transfer Agency functions
  • Provide secondary oversight across departments in order to manage client challenges end-to-end and provide experienced support to allow functional teams to make sound operational decisions centered on the client result.
  • Act as escalation for Clients, in monthly service reviews and weekly service calls as required, be a senior representative for all Transfer Agency topics.
  • Contribute and guide the development of operating models to deal with changes in the client situation (volumes, complexity, distribution patterns, etc.).
  • Support Change Management to rollout services to new funds and ensure the smooth transition.
  • Lead and contribute to operational, client, risk and audit meetings as required.
  • Foster and develop close working relationships with other departments and locations to ensure that the client requirements and perceptions are understood by the operations teams as well as the CSM keeping abreast of operational constraints.

Experience:

  • Strong background in Transfer Agency and Financial Services (minimum of 5 years)
  • Good knowledge of Fund Industry and Financial Market in general.
  • Knowledgeable in Luxembourg regulatory environment and good understanding of Luxembourg fund legal structure.
  • Advanced Computer Skills (Microsoft Office Excel, Word, PowerPoint, Outlook)
  • Excellent communication, organizational and problem solving skills.
  • Fluent in English (written and oral).
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