Transfer Agency, Client Service Management AVP Transfer Agency, Client Service Management AVP …

State Street Corporation
in Luxembourg
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
in Luxembourg
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
Transfer Agency, Client Service Management AVP
  • 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:
    • Client Relationship management experience (at least 1 year in a CRM position).
    • Operation management experience (at least 2 years in a management position).
    • Strong background in Transfer Agency and Financial Services
    • 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, organisational and problem solving skills.
    • Fluent in English (written and oral).
Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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