Your new team
The Third Party Relationship Management team connects the dots for Investment Managers with their external Brokers, Custodians, Investment Companies and the internal State Street teams supporting Middle Office functions to provide a top-quality client experience and service delivery.
Who we are looking for
An individual with investment services industry experience and solid financial instruments comprehension. Fluent command of English and intermediate level of German language is required.
As Client Servicing Senior Representative you will
Establish and maintain good business relationships with our clients and assist with their inquiries in a professional manner
Establish and maintain an effective collaboration with the joint venture offshore teams as well as onshore oversight teams
Coordinate client requirements as an interface between client relationship management, middle office and back office/operations to ensure appropriate and effective delivery
Address findings and errors in order to prevent occurrences and create written procedures where needed
Escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments globally
Assist with creation of Score Cards and Rankings by sourcing, analyzing and processing of data
Independent research and resolution of complex issues that may arise; liaising with various counterparts on behalf of the client
Support project work to conceptualize and implement new team related processes or optimize existing processes
Education, Experience and Skills:
University/College degree in Finance, Economics or related areas of study
Operational experience in the financial servicing sector with understanding of various financial instruments, especially settlement and derivatives
3-4 years of industry experience is required
Good technical skills in using MS Office, knowledge of VBA and Tableau would be of benefit
Fluency in English and fluency/medium level in German is required (other European language is an asset)
Strong organizational and communications skills as well as team orientation
Ability to deal with external as well as global operating parties in an efficient manner, considering cultural differences
Self-motivated with the strength to take control and ownership of a situation
Able to operate under pressurized situations with time sensitive deadlines
Employee savings plan
Premium life insurance package
VIP medical package
Multisport Plus card
Soft skills trainings and technical workshops
Development sessions with a mentor
Diversity of opportunities across a range of challenging and highly complex activities
Technical or leadership career pathway
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.
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.
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