Role at a glance
- Job function
-
Customer Support & Contact Center Customer Support
- Salary
- Not Disclosed
- Location
- Hangzhou, China
- Employment
- Full-time
- Experience
- Experience with client service or external communication is preferred Financial service experience or degree preferred.
- Education
- Financial service experience or degree preferred.
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Role Summary
The CMS client service representative delivers service to clients and asset managers, manages operational inquiries, and performs assigned operational tasks. The role coordinates with internal teams to resolve issues and support timely, accurate service delivery.
What You'll Do
- Drive accountability for end-to-end service delivery.
- Partner with Process and Product teams to resolve issues and ensure timely, accurate service delivery.
- Oversee operational inquiries, coordinate with internal teams, and resolve issues as needed.
- Implement technology and process best practices identified by remediation plans or CMS Leads.
- Escalate issues and incidents as necessary and keep the Account Lead informed of existing or potential client issues.
- Communicate across the delivery organization about client initiatives and internal change events.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Effective communication, problem-solving, strong learning ability, custody and market knowledge including trade and cash instructions, sub custody communications and internal facilitation, and performing well under pressure.
Preferred
- Experience with client service or external communication is preferred.
- Financial service experience or degree preferred.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Who we are looking for
The CMS client service representative reports to a CMS manager and is responsible for qualified service delivery to their client(s) and asset managers, managing and resolving operational inquiries, perform daily assigned operational tasks.
What you will be responsible for
As < CMS representative > you will
- Drive accountability for end to end service delivery.
- Partner with Process and Product teams to resolve issues and ensure ownership of timely and accurate service delivery.
- Oversees and manages operational inquiries to drive timely resolution, coordinating with internal teams and resolving issues as needed.
- Implements best practices in technology and processes as identified by remediation plans or CMS Leads.
- Escalates issues / incidents as necessary and ensures Account Lead is informed of any existing or potential client issues.
- Adhere to corporate policies, guidelines, and risk and compliance programs.
- Manage effective communication across delivery organization on behalf of client initiatives and internal change events.
- Demonstrate ability to meet deadlines for Account and Market Opening with competent custody knowledge and experience.
What we value
These skills will help you succeed in this role
- Effective communication
- Good at problem-solving and strong learning ability
- Custody and market knowledge including trade and cash instructions, sub custody communications and internal facilitation.
- Perform well under pressure.
Education & Preferred Qualifications
- Experience with client service or external communication is preferred
- Financial service experience or degree preferred.
Additional requirements
May require early or late work hours.
About State Street
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.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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About the company
State Street
Large Enterprise
State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.