IMS Business Management Client Service Manager at State Street

Job description

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

Purpose Of Role

To work within IMS UKMEA Business Management client service team producing key client and internal reporting and meeting materials across multiple clients

Specific Duties

• Reporting
• Liaise with colleagues within other SSC offices and divisions to ensure client and internal reporting deadlines are adhered to.
• Produce the monthly Key Performance Indicator reports.
• Produce monthly client invoice templates based on the agreed rate card.
• Produce quarterly Joint Steering Committee (JSC) Report.
• Produce quarterly Risk & Governance Committee Pack.
• Escalation / Monitoring
• Perform work independently within scope of established guidelines and according to specific procedures.
• Research and resolve problems considering multiple avenues for resolution.
• Escalate to onshore Client Service Team, where applicable.
• Monitor and review daily work to ensure accurate and timely delivery.
• Provide on the job training to staff so that there is adequate cover.
• Produce detailed procedures which identify risk and ensure there are appropriate mitigating controls in place. Recommend changes to operational processes where required.
• Ensure timely delivery of all clients deliverables in accordance with agreed KPI’s and timeframes.
• Manage a team dedicated to the overall production of key client and internal reporting and meeting materials across multiple clients.
• Provide support to the relationship manager, where applicable

Specific Qualifications / Skills

• Excellent communication skills, detail oriented, accurate, problem solving skills, ability to multi-task and ability to work under pressure/deadlines
• Previous Level Of Experience
• Expectation of a minimum of two years of experience in an investment fund, or investment fund related, environment.
• Extensive asset management experience, including investment operations.
• Broad And In-depth Understanding Of
• The asset management industry, gained through working in a variety of asset management disciplines.
• The standards, methodologies, processes, systems and technology necessary to support investment management operations

Skills

• Excellent communication skills and an ability to provide a customer focused approach
• Well-developed writing skills to facilitate the production of high quality board minutes
• Attention to detail while retaining efficiency and effectiveness
• PC literate – Word, Excel, PowerPoint

Note

Preference will be given to EE candidates(Qualification)

State Street Job ID: 167302

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