Client Service AVP Client Service AVP …

State Street Corporation
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
State Street Corporation
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
State Street Corporation
Client Service AVP
  • Responsibilities include:
    • Responsible for managing medium to large sized clients in the business line of defined benefit and contributions and supporting Vice Presidents or Sr. Vice Presidents with the larger/more complex relationships within business unit.
    • Responsible for the day to day management and successful long-term relationships of assigned accounts.
    • Responsible for managing a team
    • Relationships individually managed are generally medium to large sized.
    • Focus on strategic aspects of maintaining and growing long-term relationships.
    • 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.
    • Works closely with internal teams and clients. Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
    • May be responsible for client retention and revenue expansion through existing services and cross sell. Identifies potential barriers to exit through strategic value-added services.
    • May be asked to develop and present fee proposals to VP or SVP for review and approval. May negotiate fees on relationships individually managed. Ensures fee schedules are properly implemented, and receivables are collected in a timely manner.
    • Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations.
    • Manages conversion/start-up of new client relationships with input/contact from VP or SVP.
    • Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.
    • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
    • Other duties as assigned
  • BS/BA degree required.
  • Must have a minimum of 5-7 years of related experience, preferably in financial services industry.
  • Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
  • Must possess leadership and management skills.
  • Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
  • Ability to travel up to 25%.
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.