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Middle Office Client Service Manager, Assistant Vice President

State Street

State Street is a leading provider of financial services to institutional investors around the world.

Major Responsibilities:

The major responsibilities of the role are as follows:

  • Build strong, professional relationship with client acting as the senior escalation point for key Aladdin Operating Platform Clients (M&G) and State Street stakeholders,
  • Deliver excellent client service at all times, proactively managing client concerns in an open and transparent manner,
  • Define, promote and build capabilities that will ensure we consistently meet our contractual obligations to our client to defined standards,
  • Operate well controlled, clearly defined process and practices and evidence with relevant KPI and MI performance metrics,
  • Key participant in service review meetings,
  • Be accountable for the implementation of all audit and risk assurance actions, ensuring there is a robust assessment and reporting process in place
  • Revenue monitoring of all middle office fee invoices and tracking of payment receipt,
  • Ensure Client provided Authorised Signatory List is regularly reviewed and Client approved as accurate on a monthly basis,
  • Prioritise service objectives for the client, ensuring delivery meets their requirements and is consistent with State Street business and commercial priorities,
  • Influence and collaborate with internal teams to deliver seamless service to M&G,
  • Build strong internal relationships to leverage State Streets wider capabilities to deliver optimal business solutions,
  • Champion improvement initiatives and drive through to delivery,
  • Proactively manage personal development and support the development of others in the wider team.

Work Parameters or Boundaries (e.g. Internal Procedures):

  • Ensure all activities are compliant with corporate standards.
  • Maintain clear and effective communications with immediate colleagues and Senior Management
  • Deliver high quality, professional service to Aladdin Operating Platform Clients (M&G)
  • Adhere to internal procedures and best practices at all times.

Specific Qualifications/Skills:

  • Excellent communication skills with a passion for client service, and a proven track record of influencing at senior levels,
  • Detail oriented and accuracy,
  • Comfortable dealing with ambiguity,
  • Ability to multi-task and work under pressure/ to deadlines.

Previous Level of Experience:

  • Minimum 7-10 years of financial services experience, in Asset Management Operations,
  • Strong knowledge of end-to-end operating model for investment management (front-to-back understanding)
  • Proven management experience in a similar oversight function in an outsourced middle office arrangement, including implementation of a governance framework,
  • Strong collaboration and influencing skills,
  • Strong written and communication skills with ability to present to clients and senior management,
  • Proven delivery capability

Skills – interpersonal, numerical, problem-solving, analytical, etc

  • Strategic thinker,
  • Intellectually curious with a willingness to challenge the status quo,
  • Well-developed analytical and problem solving skills,
  • Creative problem solver
  • Proven relationship management experience with stakeholders, third party administrators and suppliers
  • Strong knowledge of operations, risk and supporting audits
  • Prioritisation skills
  • Strong sense of ownership
  • PC literate – Word, Excel, PowerPoint

Disposition

  • Resilient, with the ability to remain positive and calm when under pressure
  • Can-do attitude with strong sense of ownership and leadership
  • Ability to prioritize and work on own initiative in a complex environment
  • Flexible working hours may be required
  • Willingness to travel if required

To apply for the job click here

Middle Office Client Service Manager, Assistant Vice President

To apply for the job click here

Contact us

State Street

State Street is a leading provider of financial services to institutional investors around the world.

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