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Client Relationship Management – Assistant Vice President, Hybrid

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State Street

Jan 11, 2025

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Quick Apply

AI generated summary

  • You need 3-5 years in a client-facing role, strong relationship management, organizational skills, strategic growth experience, and excellent communication; a fintech background is a plus.
  • You will build relationships across internal teams, manage client engagement initiatives, and collaborate on projects to enhance the client experience throughout their lifecycle.

Requirements

  • Demonstrated ownership of the client experience, focusing on business retention and increasing visibility with clients.
  • Proficiency in navigating complex client relationships, including the support of client events and ensuring a thorough.
  • Understanding of client expectations and how to manage them towards a successful outcome. Past involvement in strategic client growth initiatives in partnership with sales/business development.
  • Experience in handholding complex onboardings and integrations from start to go-live.
  • Strong organizational, project planning and execution skills.
  • A clear understanding of, and the ability to effectively reinforce, accountability and ownership with internal stakeholders.
  • Comprehension of firm capabilities and services to deliver solutions supporting client goals.
  • The ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives.
  • A demonstrated ability to form and cultivate positive relationships with both clients and internal partners.
  • The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
  • Excellent verbal and written communication skills in English- Knowledge of an additional European language will be considered a plus.
  • A positive, can-do attitude that motivates and inspire others.
  • Some travel may be required.
  • Minimum 3-5 years of experience in an institutional client-facing role at a financial services institution.
  • A degree in a related discipline, FCA certified role is an advantage.
  • Fintech background is desirable.

Responsibilities

  • Due to the complex needs of our clients, you will need to build collaborative relationships across our sales, investment, product, marketing, operations, finance, legal, KYC, compliance and other internal teams critical to the end to end client lifecycle, from initial contact to on-boarding completion. You will also partner with your colleagues on client engagement initiatives to ensure global consistency and the successful implementation of newly developed engagement strategies and processes. These interactions take many forms, including participating in projects and strategic initiatives related to complex client deals and issues as well as broader, more thematic initiatives designed to continuously improve the overall experience clients have in working with Fund Connect.

FAQs

Do we support remote work?

Yes, we operate in a hybrid model, allowing for a balance of remote work and office presence.

What qualifications are required for this position?

A minimum of 3-5 years of experience in an institutional client-facing role at a financial services institution, along with a degree in a related discipline. FCA certification is an advantage.

Is experience in fintech preferred?

Yes, a fintech background is considered desirable for this role.

What skills are important for success in this position?

Strong organizational, project planning, communication, and relationship-building skills are essential, along with the ability to navigate complex client relationships.

Are there opportunities for travel in this role?

Yes, some travel may be required as part of the job responsibilities.

Will knowledge of additional European languages be beneficial?

Yes, while not mandatory, proficiency in an additional European language will be considered a plus.

What does State Street value in its employees?

State Street values ownership of the client experience, effective relationship management, a positive attitude, and the ability to thrive in a regulated environment.

What initiatives does State Street have to support diversity and inclusion?

State Street actively engages in creating an inclusive environment and welcomes candidates of diverse backgrounds, promoting social responsibility and community engagement.

What type of work environment does State Street provide?

State Street strives to create a great work environment with competitive benefits, flexible work programs, and development opportunities to help employees reach their full potential.

What is the main goal of the Client Relationship Management team?

The main goal is to ensure client success through strong engagement and exceptional service, thereby enhancing and preserving clients' portfolio values.

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State Street

We’re at the heart of financial services. And our clients are at the heart of everything we do.

Finance
Industry
10,001+
Employees
1792
Founded Year

Mission & Purpose

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.