AIS Client Services, Officer
State Street Corporation
Luxembourg, Luxembourg
il y a 15h

Officer position within the Private Equity / Real Estate Business Unit of the State Street Alternative Investment Solutions Group in Luxembourg.

Key Responsibilities :

Responsible for managing small to medium sized clients and supporting Assistant Vice Presidents / Vice Presidents with the larger / more complex relationships within business unit.

  • Responsible for the day to day management and successful long-term relationships of assigned accounts.
  • Responsible for managing a team(s) of client service management employees.
  • Begins to focus on strategic aspects of maintaining and growing long-term relationships.
  • Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
  • Proactive identification of client needs and potential internal issues impacting client satisfaction.

  • Works closely with internal teams and clients. Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment.
  • Works with senior management keeping them informed of new developments, service issues, and new business opportunities.

  • May be responsible for client retention and revenue expansion through existing services and cross sell. Identifies potential barriers to exit through strategic value-added services.
  • May be asked to develop and present fee proposals to senior management for review and approval. May negotiate fees on relationships individually managed.
  • Ensures fee schedules are properly implemented, and receivables are collected in a timely manner.

  • Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation.
  • Manages internal and client expectations.

  • Manages conversion / start-up of new client relationships with input / contact from VP.
  • Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy
  • Qualifications, skills and experience

  • BS / BA degree required. Must have a minimum of 5-10 years of related experience, preferably in financial services industry.
  • Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.

    Must possess leadership and management skills. Knowledge of computer systems, financial operations and / or investment fund and related industries a plus.

  • Reports to AVP
  • Will have direct management responsibility of staff.
  • 75% External Clients
  • 25% Internal Clients
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