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Work closely with team members to deliver consistent service globally by aligning our operating model and governance to our clients' strategy. Focus on achieving mutually agreed measurements for success which will create stability while we adapt to an evolving front-to-back environment. Responsibilities include managing day-to-day service delivery with the client and is the key contact for issues and special requests.
Responsible for the day to day management of team members and the maintenance of successful long term relationships of assigned accounts.
Responsible for the direction and training of subordinate managers. Evaluate subordinate managerial performance
Allocate and coordinate resources and handles personnel related issues.
Help to lead, develop, recommend and execute business plans.
Participate as part of the sales team to secure new business.
Manage conversions of new business.
Serve on committees. Help define and implement new company initiatives.
Manage and escalate issues
Coordinate with Client Management, BU Client Service, CoEs, and BU Shared Services around major events (i.e. transitions, spin-offs)
Manage input to client's risk profiles in accordance to State Street guidelines
Ensure optimal service environment and technology usage
Train client on using SS interfaces (i.e. myss.com, eHorizon, Cash Flow Module, Cash Manager)
Other duties as assigned
During the course of normal day to day operations, 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 proceduresRequirements:
BS/BA degree required.
Must have 5-8 years of related experience, preferably in financial services industry.
Superior skill levels in relationship management, along with excellent verbal and written communication and presentation skills.
Must possess strong leadership and management skills.
Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.