Role at a glance
- Job function
-
Investments & Capital Markets Investment Operations
- Salary
- Not Disclosed
- Location
- Bangalore, India
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 1-3 years’ of experience in Custody
- Education
- Bachelor’s Degree in Finance, Accountancy or Business-related degree.
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Role Summary
The Client Delivery Representative supports the Client Operations Delivery team by delivering reporting and client services to global clients. The role focuses on service quality, risk oversight, issue resolution, and client satisfaction while supporting US market hours.
What You'll Do
- Deliver services and solutions to clients and offer State Street’s full range of services as needs evolve.
- Define the risk environment and perform Risk and Control Assessments for the business unit.
- Execute oversight activities to monitor interdepartmental deliveries and address identified risks.
- Act as a client advocate and resolve client issues satisfactorily.
- Resolve issues and discrepancies with team members, business units, shared services, outsource partners, and external clients.
- Exercise discretion and judgment in resolving and reporting issues, breaches, and suspicious transactions.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
The role requires strong verbal and written communication, attention to detail, the ability to meet strict client deadlines, collaborate with senior stakeholders, and manage multiple teams across businesses. A bachelor’s degree in Finance, Accountancy, or a related business field and knowledge of Excel are stated requirements.
Required
- Strong verbal and written communication skills
- Ability to perform effectively within strict client deadlines
- Attention to detail
- Team player attitude
- Ability to interact with senior stakeholder both at Offshore and Onshore
- Ability to manage multiple teams under multiple business
- Bachelor’s Degree in Finance, Accountancy or Business-related degree
- Knowledge of Excel
Preferred
- Custody - Trades, Cash, FX, Corporate Actions knowledge
- MBA/CFA accreditation
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Who we are looking for:
This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Representative is responsible for service delivery to global clients.
Why this role is important to us:
The team you will be joining will be responsible for the client services & Client delivery management roles for entire reporting services that we offer to our clients.
What you will be responsible for:
Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street’s full range of services as their needs and our services evolve.
Provide support during US market hours.
Define risk environment for business unit and perform Risk and Control Assessment to ensure appropriate action is initiated and executed to minimize risk events.
Execute oversight activities to ensure interdepartmental deliveries are monitored and risks highlighted are addressed.
Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
Exercise discretion and judgment with respect to matters of significance, such as resolving, reporting of issues/breaches and suspicious transactions.
Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines
What we value:
These skills will help you succeed in this role
Strong verbal and written communication skills
Ability to perform effectively within strict client deadlines
Attention to detail
Team player attitude
Ability to interact with senior stakeholder both at Offshore and Onshore
Ability to manage multiple teams under multiple business
Education & Preferred Qualifications:
1-3 years’ of experience in Custody - Trades, Cash, FX, Corporate Actions knowledge is preferred.
Bachelor’s Degree in Finance, Accountancy or Business-related degree.
MBA/CFA accreditation would be an advantage.
Knowledge of Excel.
Work in US shift
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.