Sales and Client Service, Officer
5 days ago
Who we are looking for
- We are currently looking for an experienced Client Service Officer (Manager) to join our Client Service Team- Why this role is important to us- 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- What you will be responsible for- As Client Service Assistant you will-
- Deliver highly valued services to clients to ensure quality services are consistently delivered to clients including but not limited to ensuring client queries are responded on a timely basis and responses are complete and accurate, initiative trackers are kept updated, client documentation is at all times complete and accurate.
- Support the client service Manager in servicing the client monitor metrics around inquiries being resolved at point of contact, and escalate unresolved issues to management as needed
- Keep management informed of new developments, service issues, and business improvement opportunities
- Provide Subject Matter Expertise for on-boarding and other projects as required
- Drive relevant project work to improve client experience in interacting with SS.
- Where appropriate manage routine client calls
- Provide assistance on MYSS, both access and usage
- Ensure key client documentation is kept updated including Schedule A, SLAs, SI, PSAs, Trade cut off etc.
- Support Due Diligence questionnaires and presentations
- Support audit requirements
- Work with GD teams to ensure best practices are in place
- Generate ideas to enhance efficiency, reduce risk
- Work collaboratively with teams across State Street both locally, regionally and globally
- Review broad array of operating standards driving innovation and best practices
- Effectively deliver key messages & communication to ensure relevant parties are informed of 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 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 QualificationsYou will possess a high level of professional maturity and be able to communicate with clients, managers and peers as well as demonstrated stakeholder management experience.
- Previous financial services experience and market knowledge are essential.
- Your related degree qualifications or business studies will be highly desired.- About State Street- What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.- Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.-
- State Street is an equal opportunity and
-
Sales Consultant
2 weeks ago
Sydney, Australia Sales HQ Full timeTop performers are earning $110K+ - Progression opportunities into a senior role within 12 months (Earning 450k+) - NO cold calls | Inbound calls only! **The Company** Work alongside one of the most highly reputable and thrilling new home construction organisations in Australia as they look to overtake all market competitors. The team work tirelessly to...
-
Client Services Officer
1 week ago
Sydney, Australia Nexia Australia And New Zealand Full timeClient Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...
-
Client Services Officer
1 week ago
Sydney, Australia Curtis Partnership Full timeNorthern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...
-
Client Service Officer
1 week ago
Sydney, Australia NSW Government -NSW Trustee and Guardian Full time**Client Service Officer (Customer Specialist Centre) - NSW Trustee & Guardian** - 1x Ongoing full-time position and 1x Temporary (12 months) full-time position - Location: Surry Hills, Sydney - Clerk Grade: 3/4. Base salary $74,117 to $81,158 p.a. plus superannuation and annual leave loading. This is a unique opportunity to join NSW Trustee & Guardian in a...
-
Client Services Officer
1 day ago
Sydney, Australia Clover Pipelines Full timeFast paced Client Services Officer role, supporting our customers in the delivery of water infrastructure projects across NSW. Position Full time, Sydney, NSW This Role At Clover, our partnerships are a two-way street: we deliver on our promises, and help our customers deliver on theirs. As a Client Services Officer at Clover, you will collaborate with...
-
Real Estate Sales Consultant
1 week ago
Sydney, New South Wales, Australia Impressive Property Sales Full time $60,000 - $120,000 per yearLocation: Western SydneyEmployment Type: Commission-BasedAbout UsImpressive Property Sales is a boutique real estate agency specialising in residential property sales, project marketing, and selling land development projects across Western Sydney, Greater Newcastle and the South Coast. We pride ourselves on delivering outstanding results, personalised client...
-
Client Services Officer
24 hours ago
Sydney, New South Wales, Australia Federal Circuit and Family Court of Australia Full time $75,022 - $81,775 per yearPurpose of positionThe Court and Tribunal Services Team is a pivotal part of the Court's operational structure with broad responsibility across both general federal and family jurisdictions for enquiries management, filed document management, Deputy Registrar Support in Family Law and providing services directly to the judiciary.This position is for a Client...
-
Sales/client Services Area Manager
1 week ago
Sydney Central Business District, Australia People Intelligence Full timeYou will be working for a small Company in Sydney CBD that has 3 sites in the city that offers professional serviced offices to corporate clients that allows flexibility in the workplace with services and office space. The company is agile and nimble and fast growing and is looking for an Area Sales Manager who is a real people person and who can showcase...
-
Client Services Officer
5 days ago
Sydney, Australia NSW Government -Funding, Disclosure and Compliance Full time**_Permanent position with flexible working arrangements on offer_**: - **_Opportunity to build your technical skills and knowledge within a complex statutory and regulatory space_**: - **_Help to support the democratic process in NSW_** **_About the Role_** The role is an ongoing full-time position. **_ About the NSW Electoral Commission_** The New...
-
Client Services Officer
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentThe primary responsibilities of the **Client Services Officer** is to be a senior team member to on-board new clients, process client enquires and work with a sales team. The person will be comfortable working in a fast moving multi-tasking environment and be able to build strong relationships with internal and external...