Client Service & Advisor Experience, Vice President - Wealth Custody And Clearing
State Street UK
Not specified; not specified; comprehensive benefi...
Hybrid
Vice president level leadership experience
Client service team management in wealth custody
Salesforce service cloud implementation expertise
This role serves as the primary execution partner to the Managing Director, translating service strategy into consistent, high-quality operational results
Job Summary
This role serves as the primary execution partner to the Managing Director, translating service strategy into consistent, high-quality operational results.
The Vice President is accountable for overseeing day-to-day delivery across phone, chat, and digital models while ensuring seamless transitions between AI tools and human support.
Employees are eligible for a comprehensive benefits program including retirement savings plans, insurance coverage, paid-time off, and incentive compensation.
Matching Summary
This role serves as the primary execution partner to the Managing Director, translating service strategy into consistent, high-quality operational results.
Salary
Not specified; Not specified; Comprehensive benefits program including 401K match, insurance, PTO, and incentive awards
Skills & Requirements
Must-have
Vice President level leadership experience
Client service team management in wealth custody
Salesforce Service Cloud implementation expertise
Advisor-centric operational execution
Hybrid AI and human service model delivery
Nice-to-have
Strong emotional intelligence for sensitive situations
Experience with Agentforce platform features
Proven ability to build empowered service organizations
Deep understanding of regulatory compliance environments
Key Requirements
7-10 years relevant experience in client service or wealth operations
3-5 years people leadership experience preferred
Undergraduate degree required
Industry licenses (Series 7, 63/66, 24) or ability to obtain
Hands-on experience implementing Salesforce Service Cloud