The Client Service Senior Associate will be responsible for ensuring the highest possible service levels are delivered to a number of clients, across a number of product types. This primarily involves the management of client reporting, AML/KYC Periodic Reviews across a number of fund ranges and clients. Assist in the successful execution of all elements of change management (e.g. fund launches, closures, mergers etc.) The most important requirement of the successful candidate will be a strong customer focus, and an ability/desire to liaise with internal and external clients to ensure successful outcomes.
What you will be responsible for
As a Senior Associate in the Client Service team you will
Build effective working relationship with clients and client service team, based on mutual respect and trust
Ensure excellent level of service provided to clients at all times
Management and review of Client Reporting including administrator and board reporting. Co-ordinate reporting issues with Reporting teams and ensure client queries are addressed and resolved timely and accurately
Management of AML/KYC Periodic Review process on behalf of Client Service.
Run and maintain log of client service calls and action logs
Point of receipt for Client change requests; log and work with internal departments to ensure timely delivery of change agenda for clients, with specific focus on execution of organic growth – i.e fund/class launches, mergers
Assist the Client Service lead with the on-boarding of new clients as required
Log and resolve client queries, involving other internal departments as needed, in a timely and professional manner. Ensure timely escalation of any client issues as required
Ensure that controls are consistently followed for all client service processes
Help foster culture of collaboration with colleagues, clients and external parties
Ad hoc projects as directed
What we value
These skills will help you succeed in this role
A keen interest in providing excellent service to both internal and external clients
Ability to work well in a fast paced, high volume atmosphere
Demonstrated strong problem solving skills and attention to detail.
Good understanding of end-to-end NAV Production operating models preferred
Ability to foster collaboration & team work
Education & Preferred Qualifications
Primary Degree or Professional or Accounting qualification equivalent
At least 2 years experience working in the provision of fund administration service preferred.
Additional requirements
Skilled communicator, both verbal and written
Excellent attention to detail
Ability to work under pressure and to tight deadlines
Team player
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 U.S. jobs at StateStreet.com/careers Read our CEO Statement
About State StreetAcross 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
Read our CEO Statement
Skills Required
- Primary degree or professional/accounting qualification
- Experience managing AML/KYC periodic reviews
- Experience managing client reporting and coordinating with reporting teams
- Skilled verbal and written communication
- Excellent attention to detail
- Ability to work under pressure and to tight deadlines
- Strong customer focus and client relationship skills
- Strong problem solving skills
- Ability to work in a fast-paced, high-volume environment
- At least 2 years fund administration service experience
- Good understanding of end-to-end NAV production operating models
- Ability to assist with client onboarding and change management (fund launches, mergers, closures)
- Team player and ability to foster collaboration
State Street Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.
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Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
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Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.
State Street Insights
What We Do
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future
