Sales And Service Client Services, Off

STATE STREET

Manage daily client inquiries and change requests
Conduct periodic service review meetings
Maintain trust account profiles and documents
The role involves reporting to the Manager of Trust Client Services to ensure high levels of client satisfaction

Job Summary

  • The role involves reporting to the Manager of Trust Client Services to ensure high levels of client satisfaction.
  • Responsibilities include managing daily communications, conducting service reviews, and analyzing feedback from investment managers.
  • State Street offers inclusive development opportunities, flexible work-life support, and vibrant employee networks.

Matching Summary

The role involves reporting to the Manager of Trust Client Services to ensure high levels of client satisfaction.

Skills & Requirements

Must-have

  • Manage daily client inquiries and change requests
  • Conduct periodic service review meetings
  • Maintain trust account profiles and documents
  • Coordinate with Risk, Legal, and Compliance departments
  • Analyze survey results for service improvement

Nice-to-have

  • Strong communication skills with investment managers
  • Ability to balance service quality against profitability
  • Experience in institutional investor relations
  • Proactive approach to operational excellence

Key Requirements

  • Experience with ISDA/CSA and Futures agreements
  • Knowledge of trust account operations
  • Ability to coordinate across multiple internal departments

Work Rights

Not specified

Tailored Resume

Cover Letter