State Street
Financial Services
RelationshipManagement,Officer
“Relationship Management, Officer at State Street. Skills: Relationship Management, Client Service, Financial Services. Provide day-to-day, reactive relationship management support for a portfolio of Asset Owner clients. Maintain client service delivery”
What You'll Achieve.
Ensuring a high-quality client experience; Timely resolution of service matters; Client satisfaction; Service continuity; Seamless service delivery; Smooth execution and positive client experience; Retention of existing revenue streams and client relationships
Industry & Context.
Timely resolution of service matters; Drive issues through to resolution
What They're Looking For.
Must Have
5–8 years of total work experience preferred, Prior experience in Financial Services, Client Service, or Relationship Management, Foundational knowledge of the financial services industry
What You'll Do.
reactive relationship management support for a portfolio of Asset Owner clients
Maintain client service delivery
Respond to client needs
Support senior Relationship Managers and Sales partners in managing established client relationships
Develop a solid understanding of the client’s business and the services provided
Ensure a high-quality client experience and timely resolution of service matters
Respond to client inquiries
and operational needs
Support proactive initiatives led by senior coverage officers
Act as a primary point of contact for day-to-day
reactive client needs
and service-related requests
Monitor and respond to client service issues
partnering with internal teams to drive issues through to resolution
Support ongoing monitoring of client satisfaction and service quality
Maintain client sentiment trackers where required
Assist with coordination across client delivery
and internal partners to ensure seamless service delivery
Maintain accurate and up-to-date client information in SF360 CRM
Support preparation of client materials
including meeting decks
and internal business overviews
Assist with onboarding of new assets
and risk management activities
Support completion of Due Diligence Questionnaires and other client documentation
Escalate material service issues or risks to senior coverage officers as appropriate
Partner with senior team members to support retention of existing revenue streams and client relationships
How You'll Work.
Team & Collaboration
Collaborate effectively with internal partners across functions; Assist with coordination across client delivery, product groups, regional teams, and internal partners; Partner with senior team members
Communication Scope
Verbal and written communication skills
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