Client Service Representive, Associate 2

State Street a global bank located in 29 countries with more than 31,000 employees, understands the critical role asset managers play in the investment process and have tasked a global team with managing and servicing these vital relationships. Our Custody Management Services (CMS) group is focused on delivering premier client service to fund managers globally while enhancing their experience with our organization.

Summary of role:

This is an Associate role siting in the Sydney office that will provide exceptional service to their allocated Investment Manager or Asset Owner client based in Australia. The role requires technical understanding of custodial services, financial markets and investment instruments. 

Role Responsibilities:

• Be the first point of contact for top-tier investment banks and institutional banking clients

• Be the face of State Street for all global custody related enquiries

• Become a subject matter expert in:

• All aspects of custodial services

• Corporate actions

• Full trade settlement cycle

• Income

• Derivatives

• Various financial markets globally, and

• IT infrastructure

• Actively establish and maintain strong relationships with allocated clients

• Drive customer experience e.g. be involved in service meetings with client

• Work well under pressure by prioritizing intra-day enquires based on market deadlines, risk and volume

• Be self-driven

Position Requirements:

This role will ideally suit a dynamic and experienced client service professional from a Custody or market operations background. Working with an allocated institutional client base, this role will allow you to demonstrate your outstanding customer service and relationship building experience by providing the highest level of service to a variety of clients whom we are in constant communication with on-site visits, formal service reviews as well as daily operational communication and ad-hoc check–ins.

To be considered for this role you can successfully demonstrate:

Client Service Skills:

• Excellent communication and interpersonal skills

• Ability to take ownership and initiative with a can do attitude

• Proven exceptional customer service skills

• Fluent speaking, reading and professional writing skills in English  

• Excellent organisational, planning and execution skills including the ability to prioritise and multi-task under time constraints and pressures

• Demonstrate ability to meet Service Level Expectations

• High attention to detail

Specialized Skills:

• Develop breadth and depth of knowledge in custodial services, financial markets and investment instruments

• Fluent speaking, reading and professional writing skills in English 

• Excellent organizational, planning and execution skills including the ability to prioritise and multi-task under time constraints and pressures

• Demonstrate ability to meet Service Level Expectations

• High attention to detail

• Fundamental understanding of the trade lifecycle including sub custodians, cash correspondents and market depositories (DTC, Exigo)

• Basic swift messaging knowledge regarding cash (MT202/103/210), trades (MT54x) and asset servicing

• Changes pertaining to ISO20022

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.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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