Client Service Manager, Avp

2 days ago


Sydney, Australia State Street Full time

Who we are looking for

State Street Global Services, provides asset owners and managers with a wide range of support, from core custody, accounting and fund administration to complete servicing for complex alternative assets like OTC derivatives and private equity. We also deliver innovative performance measurement and analytics tools, giving our clients the information they need to make better-informed decisions. State Street is among the world’s leading institutional investment servicing providers.

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 act on growth opportunities - across all major markets. Our combination of consistency and creativity is what helps our clients face the future with confidence.

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 and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

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- Deliver highly valued services and solutions to complex 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- Demonstrate deep understanding of Superannuation fund structure and client investment product- Manage activities in servicing client relationships and client operations 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- Translate corporate strategy into actionable goals ensuring alignment to company goals.- Keep senior management informed of new developments, service issues, and new business opportunities 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 internal 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- Oversee succession and development planning for direct reports- Provide coaching and development opportunities to staff and responsible for completing and delivering Performance Planning and Reviews on time- Make effective recommendations to hire, discipline, control work, determine promotions, salary increases, bonuses and terminate employment- Adhere to State Street corporate policies and procedures including but not limited to the Standard of Conduct- Perform other duties as required

Key Metrics

Operational Excellence:
- Achieve efficiency/productivity targets- Champion process improvements- Timely & Accurate resolution of inquiries


Client Management:
- Adherence to KPI’s (Client/Operational)- Client Retention & Satisfaction- Client Positive Feedbacks

Financial:
- Maximize client profitability

Risk and Compliance:
- Adherence to best practices/SOPs/Client Specific procedures/- Comply with State Street risk program e.g. timely completion of related training- Comply with relevant laws and regulatory requirements

What we value

These skills will help you succeed in this role- Deep understanding of financial products and Australian Superannuation industry- Experience in helping Superannuation clients solve business and operational problems- Excellent client service and management experience- Strong business level communication skills both written and verbal, including report writing skills- Strong time management, prioritisation skills and proactive- Strong leadership skills, confident in making decisions autonomously and taking initiative & accountability- Ability to work well under pressure- Accuracy and attention to detail- Strong project management ski



  • 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...


  • Sydney, Australia TIAA Full time

    Global Client Services, Client Services AVP, based in Sydney **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...


  • Sydney, New South Wales, Australia beBeeFundOrderServices Full time $180,000 - $250,000

    Job OverviewThe role of Fund Order Services AVP is a high-level position responsible for overseeing the day-to-day operations of functional teams. This includes ensuring seamless service delivery and adherence to fund policies.Key ResponsibilitiesApproving high-value transactions that align with established guidelines.Serving as the primary contact and...


  • 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...


  • 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...


  • 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...


  • 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...


  • Sydney, New South Wales, Australia State Street Full time

    OverviewJoin to apply for the Alpha Change Manager, AVP role at State Street.As a key member of our dynamic team, you will collaborate closely with clients to understand their evolving objectives and proactively drive the entire lifecycle of change initiatives—from initial requirements assessment and solution architecture to successful implementation and...


  • Sydney, New South Wales, Australia State Street Full time

    OverviewJoin to apply for the Alpha Change Manager, AVP role at State Street.As a key member of our dynamic team, you will collaborate closely with clients to understand their evolving objectives and proactively drive the entire lifecycle of change initiatives—from initial requirements assessment and solution architecture to successful implementation and...


  • 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...