Operations Client Service, Avp

3 months ago

Sydney, Australia State Street Full time

Who we are looking for

Why this role is important to us

The team you will be joining is the State Street Australia Client Service team. This team performs client service functions for our Fund Accounting, Middle Office, and Alpha services. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Client Service Manager you will undertake the below:
Client facing responsibilities:

- Ensure all client inquiries and issues are proactively reviewed and resolved in a timely and satisfactory manner
- Serve as an initial escalation point for client and internal functional teams on time critical and high potential financial impact issues
- Produce monthly MIS/KPI reporting across all clients and lead monthly service reviews with client
- Manage the change management administration and communication with clients.
- Manage linkages between change management, for both BAU and program work, as part of broader end-to-end on-boarding / implementation efforts.
- Influence managers whose roles are focused on executing specific client on-boarding / implementations and required technology platform enhancements to support client needs.
- Ownership of the client incident reporting process for respective clients
- Ensure all daily and monthly services are delivered in accordance with relevant client SLA’s
- Work with IT department to ensure efficiency and timeliness in our IT processes and prompt resolution of issues
- Identify customized support requirements that deviate from standard servicing model and evaluate opportunity to automate or align to a core process; also ensure that functional teams have awareness of any specific client requirements
- Champion inquiries from / issues raised by various State Street organizations and follow through to ensure that client facing problems and issues are addressed.
- Influence others in preparing various statuses, activity and performance reports for senior management.
- Collaborate with STT’s middle and back-office operations and provide input on plans to enhance operations.
- Work closely with middle and back-office business colleagues to create opportunities resulting from change requirements are leverageable across multiple clients.
- For global client relationships participate in any global servicing calls internal as well as external and be able to present and/or respond to any servicing issues impacting client in APAC region; also partner with Global Relationship Management to pursue sales opportunities to support efforts of sales / business development team.
- Thorough review of monthly BAU invoice, coordinating with teams to ensure accuracy and completeness, submission of invoice to finance, and sharing invoice and all back up with client.
- Maintain monthly invoicing tracking for senior management and finance.
- Management of client facing issues including Operational Control Framework issues, reporting outages and reputation or risk impacting workstream items.
- Demonstrate proficiency as a My.StateStreet Product Champion and expanding expertise with all internal platforms and products.

Staff management and administration responsibilities:

- Potential for direct management responsibilities
- Support on-boarding of new staff and implement training development and succession plans as well as retainment and staff engagement strategies
- Ensure well defined and updated procedures for any operational or processing tasks conducted by team
- Contribute to team initiatives to improve efficiency (Lean) and risk/control framework
- Support the development of a ‘best practice’ Client Service model across APAC
- Facilitate cross training across all Client Service functions in the team and region
- Work effectively with peers locally and across the region to achieve common goals
- Influence the team positively while enhancing the work culture

The characteristics of this role are:

- Provide a high standard of client service to our internal and external clients
- Persuade or influence internal groups, as necessary to achieve desired results.
- Embrace State Street’s “corporate values” and support a work environment reflective of those values
- Communicate effectively with client’s custodians’ brokers managers and peers within State Street
- Be a strong team player and demonstrate dedication to group and company goals
- Demonstrate professional maturity and effective time management
- Demonstrate the ability to analyses a problem obtains and evaluate information and reach sound conclusions
- Be a key contact for the client in escalations and complex market questions
- Demonstrate understanding of both custody and middle office roles and responsibilities in relation to the services offered to our clients
- Understand core Alpha servicing responsibilities vs customized solutions
- Excellent attention to detail
- Superior communication skills
- Responsible and ability to take owner

  • Avp, Client Solutions, Protection, Australia

    4 months ago

    Sydney, Australia Pacific Life Full time

    AVP, Client Solutions, Protection, Australia **Job Title** AVP, Client Solutions, Protection, Australia **The Role** The AVP, Protection, Client Solutions, Australia plays a pivotal role in managing external client relationships and internal stakeholder engagements. This individual is the 'business owner' for key strategic clients and partners within the...

  • Global Client Services, Client Services Avp, Based

    7 months ago

    Sydney, Australia TIAA Full time

    About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while...

  • Global Client Group, Avp Institutional Sales, Based

    2 months ago

    Sydney, Australia TIAA Full time

    Global Client Group, AVP Institutional Sales, Based in Sydney **Overview of the Role** Our Australia Institutional Sales team is seeking an AVP to support Nuveen Australia's growing client base out of the Sydney, Australia office. **Key responsibilities will include**: - Establish and maintain strong relationships with existing and prospective clients to...

  • Avp, Pricing, Protection, Australia

    7 months ago

    Sydney, Australia Pacific Life Full time

    AVP, Pricing, Protection, Australia **Job Title** AVP, Pricing, Protection, Australia **The Role** Working with the VP, Protection Pricing, Australia and alongside the AVP, Group Protection Pricing, Australia this role will be responsible for managing the pricing of individual business written in Australia by Pacific Life Re Australia ("PLRe Aus"). This...

  • Fund Order Services, Avp

    4 months ago

    Sydney, Australia State Street Corporation Full time

    Fund Order Services, AVP **Who we are looking for **- This managerial position is within the Fund Order Services Global Delivery (GD) Business unit located in Sydney servicing clients in APAC with primary functions being Order routing, unlisted asset valuation in accounting. **Purpose of the Job** - The main function of the role is: Account for the...

  • Avp - Business Development

    7 months ago

    Sydney, Australia Elements hrs Full time

    **Position Title: Client Partner (AVP)** **Organizational Unit: Business Development** **Location: Australia** **Role**: This AVP Client Partner is a highly visible position central to the overall account engagement ownership and client management. The role includes business growth, client management, contract negotiations, solutioning, consulting, P&L...

  • Operations Client Service, Avp

    3 days ago

    Sydney, Australia State Street Full time

    Who we are looking for State Street Global Services, provides the essential financial infrastructure for delivering effective investment servicing solutions globally. Our capabilities in asset servicing, operations outsourcing and analytics enable our clients to manage operational risk, optimize their cost structures, enhance the value of their services and...

  • Operations Client Service, Avp

    7 days ago

    Sydney, Australia State Street Full time

    Job Description Who we are looking for State Street Global Services, provides the essential financial infrastructure for delivering effective investment servicing solutions globally. Our capabilities in asset servicing, operations outsourcing and analytics enable our clients to manage operational risk, optimize their cost structures, enhance the value of...

  • Unit Registry

    1 week ago

    Sydney, Australia State Street Corporation Full time

    UNIT REGISTRY - OPERATION MANAGER, AVP **Who we are looking for** As an Operation Manager, the ability to be strategic and positively influence others is a necessity to achieve success. We are looking for an individual that strive for ongoing efficiency and are not afraid to participate with both internal and external departmental projects. **Why this role...

  • Avp, Legal, Protection, Australia

    7 months ago

    Sydney, Australia Pacific Life Full time

    AVP, Legal, Protection, Australia **Job Title** AVP, Legal, Protection, Australia **Duties** To work closely with Pacific Life Re's Protection line of business on legal aspects of the protection business, focusing on the Australia market, including: - Drafting, negotiating and amending life reinsurance treaties with clients - Providing legal support and...

  • Fund Services Tax, Avp

    1 month ago

    Sydney, Australia State Street Corporation Full time

    Fund Services Tax, AVP **Who we are looking for** 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...

  • Middle Office Operations Oversight Avp

    7 days ago

    Sydney, Australia Citi Australia Full time

    At Citi, our employees reflect the remarkable range of cultures and perspectives of our clients across the more than 160 countries and jurisdictions where we do business - a powerful advantage that combines global insights with deep local knowledge. We recognize that unique individuals, collaborative teams and inclusive leaders have far-reaching impact and...

  • Avp, Pricing, Protection, Australia

    2 months ago

    Sydney, Australia Pacific Life Full time

    AVP, Pricing, Protection, Australia (6 months contract) **Job Title** AVP, Pricing, Protection, Australia (6 months contract) **Working For Pacific Life Re** Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we...

  • Client Availability Leader

    7 months ago

    Sydney, Australia IBM Full time

    Introduction At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most...

  • Global Client Group, Avp Institutional Sales, Based

    2 months ago

    Sydney, Australia TIAA Full time

    Overview of the Role Our Australia Institutional Sales team is seeking an AVP to support Nuveen Australia’s growing client base out of the Sydney, Australia office. Key responsibilities will include: - Establish and maintain strong relationships with existing and prospective clients to broaden Nuveen’s institutional client base across Australia. This...

  • Finance - Associate/avp

    7 months ago

    Sydney, Australia Jefferies Full time

    Finance - Associate/AVP **Team/ Role** A newly created role for an experienced assistant accountant in the finance department for the Australian business. There is potential for the role to extend beyond the initial 12 months due to continued business growth. **Responsibilities** - Performing month-end processes, focusing on accuracy of expense reporting...

  • Client Service Manager, Avp

    7 days ago

    Sydney, Australia State Street Full time

    **Why this role is important to us** The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations...

  • Client Service Manager, Avp

    1 week ago

    Sydney, Australia State Street Full time

    Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions...

  • Client Service Manager, Avp

    1 week ago

    Sydney, Australia State Street Corporation Full time

    **Why this role is important to us** The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions...

  • Client Service Manager, Avp

    1 week ago

    Sydney, Australia State Street Full time

    **Why this role is important to us** The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations...