Senior Manager, Client Services

State Street partners with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.

Job Purpose:

  • Responsible for the day-to-day operationsand servicingof client relationships for the Fund and Custody functions for a number of Canadian Mutual Funds, ETFs and Pooled Funds, aidingas an escalation point on client inquiries and requests
  • Assist the team coordinating services for fund/product start-up/conversions, restructures and interacting with Accounting Operations and global COE’s for the overall service delivery for their clients
  • Responsible for managing internal risk and compliance matters pertaining to assigned client relationships, as well as coordinating with applicable COE’s and Accounting Operations any required client specific reporting
  • Provides project leadership for training, designing client-specific reporting, supporting RFP activity and managing third-party administrator relationships
  • Manages through one level of subordinate management.

Your Responsibilities:

  • Under moderate supervision, responsible for supporting AVP’s or VP’s in servicing client relationships and /or client operations.
  • Ensures client issues are satisfactorily resolved by responding to and escalating as appropriate
  • Works closely with all internal business units and facilitates communication to ultimately ensure an effective operating environment
  • Works closely with senior management to keep them informed of new developments, service issues and new business opportunities
  • Provides overall project support for all client related initiatives
  • Acts as a liaison between client and internal departments (Accounting Ops, Shared Services and CoEs) to ensure successful implementation
  • Supports conversion/start-up of new client relationships into the division
  • Prepares timely and accurate reporting to clients (in conjunction with other internal teams as applicable)
  • Responsible for the day to day management and successful relationships of assigned accounts and / or managing complex daily operations and processes
  • Manage daily service delivery to meet or exceed SLAand KPI levels
  • Coordinate the implementation of new funds, systems and processes. Manage client conversions and other client projects
  • Coordinate market entry and liquidations
  • Identify and implement consistent operational best practices
  • Provide timely and accurate weekly/monthly client reporting. Manage report card data collection and production
  • Assist with compliance/fiduciary reviews and audits
  • Coordinate and/or trains client on using SS interfaces (i.e.
  • Train, develop and motivate new staff
  • Complete performance appraisals
  • Provide expertise to resolve daily problems
  • Assist with new business development efforts as needed
  • Assist with presentations to potential client companies
  • Serve on committees. Help define and implement new company initiatives
  • Perform annual risk assessments for customer accounts and alert AVP / VP of any changes that may increase State Street’s risk
  • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
  • Other duties as assigned.

Skills and Qualifications:

  • Business degree plus a minimum of 5 years related financial services or investment operations, fund accounting and custody experience with management responsibility
  • Good working knowledge of the regulatory requirements governing Mutual Funds, ETFs and Pooled Funds, specifically National Instrument 81-102
  • The preference of a minimum of 5 years of Fund Accounting oversight experience
  • Must possess strong leadership skills
  • Good knowledge of computer skills
  • Sound interpersonal skills
  • Experience in relationship management, strong verbal and written communications skills, and some experience with presentations desirable.

Source: for more information click here.

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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.

Careers at State Street

Our people are our most valuable and valued resource. That’s why we focus on Employee Engagement, Development, and Global Inclusion. We’re a company that insists on and recognizes exceptional performance.

We know our success hinges on the critical task of attracting the best people to join us. People like you.

  • Specialism ETF Issuers & Providers
  • Location Boston
  • Address Boston, US
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