Sales and Service Client Services, Assistant Vice President (Remote/Hybrid) Jobs in Charlotte, NC at State Street

Title: Sales and Service Client Services, Assistant Vice President (Remote/Hybrid)

Company: State Street

Location: Charlotte, NC

Who We Are Looking ForExperienced client service lead for a high visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities. The role requires proficiency within asset management operations to function as a subject matter expert with extensive interaction across all internal support functions to enhance the State Street client experience.

Why this role is important to usThe team you will be joining is a part of State Street Alpha Services. Alpha Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and asset servicing, private equity and real estate, Alpha services help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What You Will Be Responsible ForAs Client Services AVP you will

Manage our middle office assigned client relationships and sentiment via extensive daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues

Champion resolution of inquiries to State Street teams and follow through to ensure that client facing problems and issues are addressed.

Influence opportunities to increase quality, productivity and control related to the service delivery model in IMS (Investment Management Services. Spearhead revised policies, procedures and processes.

Participate in the change management administration and communication with clients.

Manage impact of change on the client support model by providing ongoing direction in the development, implementation and integration of new client requests.

Influence others in preparing various governance reports for our clients and for senior management.

Collaborate with STT’s middle and back office operations and provide input on plans to enhance operations including market initiatives and changes.

Participate in internal recurring sessions to review operational delivery of our key services and understand risks impacting our services.

Demonstrate proficiency as a MyStateStreet.com experience owner and expand expertise with Enterprise 2.0 and other platforms

Problem Resolution

What we value

Persuade or influence internal groups, as necessary to achieve desired results.

Anticipate critical risks and exposures and facilitate mitigation.

Ultimately responsible for the success of implementation problem resolution.


Ability to persuade and influence colleagues at all levels.

Tactically use a broad array of communication vehicles to lead, direct, and facilitate client needs.

Process / Leadership

Oversee and recommend best practices as well as educate others on their implications.

Recognized authority across the organization and externally

Operate with minimal supervision in a complex environment

Company-wide impact/ influence

Influence strategic direction/vision across business units or groups

Education & Preferred Qualifications

6-8 years of financial services experience, in operational, technology, product management, or project capacity

Demonstrated team and project management capabilities, ideally in a global role

Strong collaboration and influencing skills

Strong sense of ownership and leadership

Strong written and communica…

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