Sales & Service Client Services, Vice President (Vp)

2 weeks ago

Sydney, Australia State Street Full time

**Who we are looking for**

As a Sales & Service Client Services, VP, you will be **responsible for managing a team**, which includes work allocation, prioritization, performance management and project delivery. You will **provide positive engagement with other teams** including JV’s, the Hubs, specialist teams and other client services teams is critical. The role needs to **take ownership for ensuring the client experience in dealing with the client service team is positive, their queries can be addressed quickly, and they have timely line of site on all open items.**

The Sales & Service Client Services, VP is a client facing role, and acts as the key contact point for a group of clients or client with respect to
- Day to day Communication of non BAU matters
- New services and/or changes to service and associated SLA and billing changes
- Service Issues and/or performance concerns
- Driving Standard KPI and Service Level Meetings
- Acting as the client’s sponsor when working with internal State Street teams
- Query resolution
- Periodic review of SLA, PSA,FTTOP and other key documentation
- Ensuring clients change program involving State Street is executed on time and to budget
- Ensuring sufficient resourcing to service the client
- Maintain “Green” Rating and referenceable client

**What you will be responsible for**:
**Proactive Client Engagement aided at retaining the client and improving client satisfaction scores**
- Ensure Engagement model is in place and adhered to including ensuring structured client engagement forums are in place with agendas and materials sent well in advance of the meetings
- Deliver best practice sharing sessions with the client ensuring they are aware of developments and improvements made within the organization.
- Facilitate Product training sessions where appropriate
- Operate using a proactive approach with clients (reach out rather than respond)
- Ensure there is regular status reporting of open items/current activities available to the client
- Look at client satisfaction scores and have a plan in place designed to have a positive impact.

**Transforming the way we support our clients as they evolve.**
- Play a key co-ordination role bringing together project plans and current status for fund activity such as:

- Fund openings, closures and transitions
- New fund structures and Restructures
- New products
- Help drive internally within State Street any client strategic initiatives that will have a direct impact on how we will interact with the client (vendor changes, technology changes, operating model changes)
- Drive continuous improvement across the operating model
- Drive the adoption of tools by the client to streamline the delivery of data (Interactive views, IMT, Client workbench etc.)
- Proactively use IMT (query management tool) to support timely responses to client queries and resolution of issues and determine strategies to reduce reactive responses

**Focus on the client governance aspects of the servicing model including but not limited to**
- Maintenance of client documentation including but not limited to AML reviews, FTOP updates, contract annexures etc
- Ensuring accurate change controls for Client invoicing and follow up with clients on any overdue invoices.
- Conduct Due Diligence sessions and presentation materials
- Year End Timetabling and other periodic planning
- Hold service level meetings with the client including the delivery of KPI information.
- Leverage KPI Reporting and other Dashboards to proactively oversee activity happening across the clients funds and work within internal teams to address any anomalies in performance.
- Drive know the client sessions and ensure Client/Product profiles are in place and current.

Stay abreast of transformation change within the organization (Technology, product, process) and be in a position to have a high level discussion with the client on these changes/developments.

**General**
- Encourage an environment of openness that welcomes effective challenge and supports open discussion, promotes new ideas and work collaboratively across State Street teams and divisions
- Establish and nurture a culture of individual ownership of tasks to embed a clear individual sense of accountability into staff members’ behaviour in performing their roles.
- Be aware and understand the risks inherent within the department and the potential effect of non-compliance and take appropriate corrective action
- Demonstrate the ‘Risk Excellence’ culture in your behaviour, ensure that the highest level of the ethical conduct is displayed in your behaviour and that of your staff including but not limited to
- Timely completion of all compliance training and adhere to Compliance and regulatory procedures
- Abide by any mandatory leave requirements
- Strict adherence to all State Street Policies
- Regular updating of performance priorities and tracking against these
- Operate within the ethical decision making framework

  • Payments Client Service Team Lead

    2 weeks ago

    Sydney, Australia JPMorgan Chase & Co. Full time

    When someone joins . Morgan Chase, they should know this is the place where they belong. Join the team that is driving the service delivery for one of the world’s most innovative banks. As a dynamic and driven professional, you will play a pivotal role in the leadership team where you will have an opportunity to elevate your career to the next level. As...

  • Vice President, Investment and Asset Management

    3 weeks ago

    Sydney, Australia Michael Page Full time

    Vice President, Investment & Asset ManagementProperty FinanceAbout Our ClientOur client is a multinational real estate development, investment, capital, and property management company.Job DescriptionIn this pivotal role, the Vice-President for Investment and Asset Management will:Oversee the entire investment process, from origination to deal execution,...

  • Amp Bank Customer Service Consultant Expression of

    12 hours ago

    Sydney, Australia AMP Limited Full time

    **The opportunity** AMP Bank is a leading branchless digital bank which offers home lending and a full suite of everyday banking products to Australians. Our Customer Service Consultants are an integral part of the AMP Bank team and we are looking for individuals who are passionate about delivering on the AMP purpose of “helping people own...

  • Foreign Exchange Sales, Vice President

    2 weeks ago

    Sydney, Australia State Street Corporation Full time

    **Who we are looking for** We are looking for a Vice President, Foreign Exchange Sales to join our team in Australia. The successful applicant will be responsible for a portfolio of diverse Institutional clients. A strong sense of team is essential, as the person in the role will be expected to work closely with trading, research, relationship management and...

  • Payments Client Service Team Lead

    2 weeks ago

    Sydney, Australia JPMorgan Chase Full time

    Job DescriptionWhen someone joins J.P. Morgan Chase, they should know this is the place where they belong. Join the team that is driving the service delivery for one of the world’s most innovative banks. As a dynamic and driven professional, you will play a pivotal role in the leadership team where you will have an opportunity to elevate your career to the...

  • VP, Professional Services APAC

    1 week ago

    North Sydney, Australia OpenText Full time

    OPENTEXT  OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...

  • VP, Professional Services APAC

    7 days ago

    North Sydney Council, Australia opentext Full time

    OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...

  • VP, Professional Services APAC

    6 days ago

    North Sydney, Australia opentext Full time

      OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future...

  • Senior Associate/Assistant Vice President

    3 weeks ago

    Sydney, New South Wales, Australia Robert Walters Full time

    Senior Associate/Assistant Vice President position in Front Office Banking. Open in terms of the subsector. Senior Associate/Assistant Vice President in Front Office BankingSalary: Competitive and based on experience Location: SydneyOur client is seeking an enthusiastic and committed Senior Associate/Assistant Vice President to join their dynamic Front...

  • Head of Business Partnering, Amp Bank

    12 hours ago

    Sydney, Australia AMP Limited Full time

    **The opportunity** The Head of Business Partnering, Bank role is to lead the Bank Finance team (direct and virtual) to manage the P&L and Balance sheet, provide analysis and insights on key financial KPIs, help drive performance of AMP Bank and oversee financial control, statutory and regulatory reporting for the Bank. The role engages closely with the...

  • Vice President, Investment and Asset Management

    3 weeks ago

    Sydney, Australia Michael Page Full time

    About Our Client Our client is a multinational real estate development, investment, capital, and property management company. Job Description In this pivotal role, the Vice-President for Investment and Asset Management will: Oversee the entire investment process, from origination to deal execution, conducting thorough research, evaluation, and...

  • Vice President

    3 weeks ago

    Sydney, Australia Capstone Recruitment Full time

    Capstone is currently recruiting for an experienced Vice President to work for an investment management business based in Sydney.  This is an excellent opportunity to join a growing investment and development business.Reporting to the Managing Director, your core responsibilities will include the management of the Investment Management team including the...

  • Corporate & Investment Bank – Credit Sales – Vice President

    3 weeks ago

    Sydney, Australia JPMorgan Chase & Co. Full time

    If you are passionate with a strong desire to set and achieve challenging goals, you have found the right team.  As a Vice President in Credit Sales, you will be responsible for maintaining and developing investor relationships for the bank primarily in Australia and New Zealand. You will be working with our partners in Trading, Structuring, DCM,...

  • Vice President, Business Development

    5 days ago

    Sydney, Australia Guidepoint Full time

    :   We are currently seeking qualified candidates to join our Sydney Business Development team as Vice President of Corporate Sales. Reporting to the Global Head in New York, the incumbent should have expertise of selling into global and regional large corporates, including in-depth knowledge of the ANZ market is important. It is, therefore, vital that...

  • Regional Vice President, Public Sector

    3 weeks ago

    Sydney, Australia Appian Corporation Full time

    Description Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values...

  • Corporate & Investment Bank – Credit Sales – Vice President

    2 weeks ago

    Sydney, Australia JPMorgan Chase Full time

    Job DescriptionIf you are passionate with a strong desire to set and achieve challenging goals, you have found the right team.  As a Vice President in Credit Sales, you will be responsible for maintaining and developing investor relationships for the bank primarily in Australia and New Zealand. You will be working with our partners in Trading, Structuring,...

  • Vice President: Head of Client Service

    6 days ago

    Sydney, Australia Bank of America Full time

    **Why does this role exist?** **Key Responsibilities** - Creates unit vision, lead people to perform and develops employees. - Manages staffing requirements, performance management (including client survey scores), budget/expense management, reporting and forecasting for areas managed. - Participate in the resolution of operational and/or product servicing...

  • Vice President, Capital Transactions

    7 days ago

    Sydney, New South Wales, Australia Robert Walters Full time

    Our client, a growing global property fund manager is looking for a Vice President or Director level candidate to join their Capital Transactions team. The role offers an opportunity to drive the development and evaluation of potential business opportunities in a leading global firm. This position is not just about managing investment transactions; it's...

  • Vice President Research Analyst; Building Materials

    6 days ago

    Sydney, Australia Bank of America Full time

    **About Bank of America** Our purpose as a firm is to make financial lives better, through the power of every connection. Across the world, we partner with leading corporate and institutional investors through our offices in more than 35 countries. In the U.S. alone, we serve almost all of the Fortune 500 companies and approximately 67 million consumer and...

  • Financial & Regulatory Reporting Client Operations - Vice President

    3 weeks ago

    Sydney, Australia JPMorgan Chase & Co. Full time

    Are you a detail-oriented professional with a passion for Financial and Regulatory Reporting? We have an exciting role for a vibrant and dynamic team lead, where you will be able to leverage your expertise and play an instrumental role in navigating and ensuring we deliver financial and regulatory products to our clients to a high quality. As a key member...