Sales and Service Client Services, Officer

Who We Are Looking For

We are currently looking for an experienced and exceptional individual to join our Client Service Team as Client Service Manager. As a member of the client service team and representative of that team, you will be responsible to navigate clients through the company by connecting the clients with the appropriate subject matter experts within State Street locally or across locations. The Client Services Manager is expected to interact with all levels of professionals both internally & externally. Therefore, exceptional interpersonal and communication skills are required. The Client Services Manager will also manage regular client reviews to ensure service quality and coordinate resolution of client change requests to appropriately meet client expectations.

Why this role is important to us

You will be joining the Client Service function under State Street Investment Services, Hong Kong. State Street’s Investment Services business provides a full range of custody, accounting, fund administration, risk and performance analytics, reporting, and related services for public and alternative assets, as well as multi asset-class investments. We are an essential partner to global investment and wealth managers, asset owners, official institutions, and central banks, providing critical infrastructure and expertise to help our clients streamline their operating models, harness data to make better-informed investment decisions, and seize growth opportunities in ever-changing market environments. Our combination of consistency and creativity is what helps our clients face the future with confidence that allows us to deliver a comprehensive, holistic approach to each client relationship. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

What You Will Be Responsible For

As Client Service Manager, Officer you will

Be the primary client contact point for State Street’s services on the assigned clients

Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street’s full range of services as their needs and our services evolve

Manage activities in servicing client relationships and client services delivery i.e. respond to escalated issues, communicate resolution to clients, monitor metrics around inquiries being resolved at point of contact, and escalate unresolved issues to senior management as needed

Prepare and arrange regular services review meetings and annual due diligence with clients; coordinate and execute client project or change request related preparations and analysis

Coordinate and assist in senior level executives visits to clients for relationship building

Keep senior manager informed of new developments, service issues, and new business opportunities from clients

Facilitate cross-functions/teams communication to resolve client issues/queries and deliver high quality services

Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation

Provide Subject Matter Expertise for new business on-boarding and other projects as required

Drive relevant project work to improve client service

Lead continuous evaluation of team operations, encouraging innovative ideas to enhance efficiency, reduce risk or increase revenue

Review broad array of operating standards driving innovation, strategic opportunities and best practices

Effectively deliver key messages & communication to ensure relevant parties are informed of any client’s activities

Assist with compliance/fiduciary reviews, controls, and audits as appropriate

Sound risk and compliance controls with immediate resolution of non-compliant items identified

Adhere to State Street corporate policies and procedures including but not limited to the Standard of Conduct

Perform other duties as required

What We Value

Strong leadership skills - the candidate must be very comfortable with taking on responsibility and accountability.

Strong communication skills - there is a significant amount of interaction with clients, senior management and other key stakeholders.

Strong change agent – the team and company generally are undergoing a significant amount of change and transformation in terms of processes, operating model and business requirements. We need someone who is willing to embrace and address these challenges.

Strong technical, critical thinking and creative thinking skills – the range of daily issues as well as the need to come up with creative solutions to client requests requires an adaptable and creative approach.

Education & Preferred Qualifications

University Graduate

5-8 years of asset servicing experience in custody / fund accounting / fund administration environment with significant exposure to client services

Possess a high level of professional maturity and be able to communicate with clients, managers and peers as well as demonstrated stakeholder management experience

Strong verbal & written communication, interpersonal, analytical and time management skills

Strong team player, self-motivated, ability to work effectively and autonomously

Effective problem solving

Strong English and Chinese (both Cantonese and Mandarin) language fluency

Previous financial services experience and market knowledge are essential

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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