Talent.com
Corporate Actions-Assistant Vice President
Corporate Actions-Assistant Vice PresidentState Street • Quincy, Massachusetts, United States
Corporate Actions-Assistant Vice President

Corporate Actions-Assistant Vice President

State Street • Quincy, Massachusetts, United States
16 hours ago
Job type
  • Full-time
Job description

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Who we are looking for

Client Service Individuals that will be the single point of contact for our clients on all Corporate Actions-related matters.

They must always provide a positive engagement with our clients and the various other internal teams that support those clients. The role needs

to take ownership for ensuring the client experience in dealing with the client service team is positive, their queries can be addressed quickly, and they have timely line of site on all open items.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS 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 servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools 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 for

As an Assistant Vice President :

The Client Service role is a client facing role. As a Corporate Actions Client Service representative, you will act as the key contact point for a group of clients and internal teams supporting those clients with respect to :

  • Day-to-day communication of BAU matters as well as any issues or escalations

brought up by the clients and / or internal teams

  • Query resolution
  • Service Issues and / or performance concerns
  • Driving Standard KPI and Service Level Meetings
  • Acting as the client's sponsor when working with internal State Street team
  • Periodic review of SLA, PSA, FTTOP and other key documentations
  • Ensuring clients change program involving State Street is executed on time
  • Maintain "Green" Rating and referenceable client
  • Role specifics

    Proactive Client Engagement aided at retaining the client and improving client satisfactionscores

  • Ensure Engagement model is in place and adhered to including ensuring structured client engagement forums are in place with agendas and materials sent well in advance of the meetings
  • Deliver best practice sharing sessions with the client ensuring they are aware of developments and improvements made within the organization.
  • Operate using a proactive approach with clients (reach out rather than respond)
  • Look at client satisfaction scores and have a plan in place designed to have a
  • positive impact.

  • Play a key co-ordination role bringing together project plans and current status for fund activity such as
  • Help drive internally within State Street any client strategic initiatives that will have a direct impact on how we will interact with the client (vendor changes, technology changes, operating model changes)
  • Drive continuous improvement across the operating model
  • Drive the adoption of tools by the client to streamline the delivery of data
  • (Interactive views, IMT, Client workbench etc.)

  • Proactively use IMT (query management tool) to support timely responses to client queries and resolution of issues and determine strategies to reduce reactive responses Focus on the client governance aspects of the servicing model including but not limited to
  • Maintenance of client documentation including but not limited to AML reviews,
  • FTOP updates and contract annexures

  • Ensuring accurate change controls for Client invoicing and follow up with clients on any overdue invoices.
  • Conduct Due Diligence sessions and presentation materials
  • Year End Timetabling and other periodic planning
  • Hold service level meetings with the client including the delivery of KPI information.
  • Leverage KPI Reporting and other Dashboards to proactively oversee activity
  • happening across the clients funds and work within internal teams to address any anomalies in performance.

  • Drive know the client sessions and ensure Client / Product profiles are in place and current. Stay abreast of transformation change within the organization (Technology, product, process) and be in a position to have a high level discussion with the client on these changes / developments.
  • General

  • Encourage an environment of openness that welcomes effective challenge and supports open discussion, promotes new ideas and work collaboratively across State Street teams and divisions
  • Establish and nurture a culture of individual ownership of tasks to embed a clear individual sense of accountability into staff members' behaviour in performing their roles.
  • Be aware and understand the risks inherent within the department and the potential effect of non-compliance and take appropriate corrective action
  • Demonstrate the 'Risk Excellence' culture in your behaviour, ensure that the highest level of the ethical conduct is displayed in your behaviour and that of your staff including but not limited to
  • o Timely completion of all compliance training and adhere to Compliance and

    regulatory procedures

    o Abide by any mandatory leave requirements

    o .Strict adherence to all State Street Policies

    o Regular updating of performance priorities and tracking against these

    o Operate within the ethical decision making framework

    What we value

    These skills will help you succeed in this role

  • Ability to work under pressure to tight deadlines
  • Flexible and solution oriented, ability to think outside the box
  • Thrives in a dynamic, changing environment
  • Actively keeps themselves informed on developments within the organization
  • Inspires and motivate others to drive and sustain State Streets success even in the face of resistance or challenge
  • Strong sense of accountability but appreciates and respects the role of the COE's
  • Exercise sound business judgment based upon financial principles and knowledge of the broader corporation objectives.
  • Education & Preferred Qualifications

  • 5 + Years in financial services or related field
  • 3 + Years Prior Client Service Experience (Ideally within Financial Markets)
  • Corporate Actions knowledge and
  • understanding of fund accounting concepts and / or

    custody activities and flows are a plus

  • Core investment products and different investment vehicles
  • Project Management Skills
  • Strong analytical capability and problem management skills
  • Ability to comprehend client requirements and find solutions
  • Effective communicator (Proficient written and oral communication including
  • presentations)

  • Highest level of integrity and ethics
  • About State Street

    What we do.

    State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow.

    We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility.

    We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Discover more at StateStreet.com / careers

    Salary Range :

    $70,000 - $115,000 Annual

    The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

    Employees are eligible to participate in State Street's comprehensive benefits program, which includes : our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

    For a full overview, visit https : / / hrportal.ehr.com / statestreet / Home.

    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.

    Discover more information on jobs at StateStreet.com / careers

    Read our CEO Statement

    Job Application Disclosure :

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    ]]>

    Create a job alert for this search

    Vice President • Quincy, Massachusetts, United States

    Related jobs
    Assistant Vice President, Portfolio Management - Tax Overlay

    Assistant Vice President, Portfolio Management - Tax Overlay

    LPL Financial • Boston, MA, United States
    Full-time
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what’s possible ...Show more
    Last updated: 12 days ago • Promoted
    Global VP of Corporate Communications

    Global VP of Corporate Communications

    Dynatrace LLC • Boston, MA, United States
    Full-time
    A leading software company in Boston seeks a Vice President of Corporate Communications to shape and drive awareness.This critical role involves overseeing global communications strategies and lead...Show more
    Last updated: 7 days ago • Promoted
    Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - B[...]

    Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - B[...]

    Goldman Sachs Bank AG • Boston, MA, United States
    Full-time
    Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Boston location_on Boston, Massachusetts, United States. A career with Goldman Sachs Asset & Wealth Mana...Show more
    Last updated: 19 days ago • Promoted
    Senior Associate / Vice President

    Senior Associate / Vice President

    The Cynosure Group • Boston, Massachusetts, United States
    Full-time
    Senior Associate / Vice President.Cynosure Wealth Advisors, a division of The Cynosure Group.The Cynosure Group is a multi-strategy investment management and wealth advisory firm with offices in Salt...Show more
    Last updated: 2 days ago • Promoted
    Assistant Vice President Associate Banker

    Assistant Vice President Associate Banker

    Citi • Boston, MA, United States
    Full-time
    Assistant Vice President Associate Banker.The Associate Banker SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques an...Show more
    Last updated: 3 days ago • Promoted
    Assistant Vice President (AVP) Private Credit Operations

    Assistant Vice President (AVP) Private Credit Operations

    Wellington Management Company • Boston, MA, United States
    Full-time
    Wellington Management • • offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return a...Show more
    Last updated: 5 days ago • Promoted
    Global Client Experience, Vice President

    Global Client Experience, Vice President

    Morgan Stanley • Boston, MA, US
    Full-time
    Global Client Experience, Vice President Join to apply for the Global Client Experience, Vice President role at Morgan Stanley. Position Summary The Global Client Experience Team is positioned wi...Show more
    Last updated: 1 day ago • Promoted
    Vice President, I-Banking Regulatory Program Lead

    Vice President, I-Banking Regulatory Program Lead

    Banco Santander SA • Boston, MA, United States
    Full-time
    A leading financial institution is searching for a Program / Project Manager - I-Banking Regulatory, Vice President.The role involves managing complex projects in a collaborative environment within t...Show more
    Last updated: 7 days ago • Promoted
    Vice President, Client Leadership

    Vice President, Client Leadership

    Profitero, Inc. • Boston, MA, US
    Full-time
    Company description Profitero+ is the leading digital commerce company, trusted by more than 4,000 brands worldwide.We help brands break down silos and turn data into decisive action through intell...Show more
    Last updated: 3 days ago • Promoted
    Assistant Vice President Associate Banker

    Assistant Vice President Associate Banker

    Citigroup Inc. • Boston, MA, United States
    Full-time
    Assistant Vice President Associate Banker.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'...Show more
    Last updated: 4 days ago • Promoted
    Assistant Vice President, Gift Planning

    Assistant Vice President, Gift Planning

    Boston Children’s Hospital • Boston, MA, United States
    Full-time
    As a member of the senior leadership team of the Development & Campaign group, the AVP, Gift Planning will lead and manage the Gift Planning program to build the pipeline for future revenue growth ...Show more
    Last updated: 5 days ago • Promoted
    Regional Vice President

    Regional Vice President

    Blue Castle Agency • Boston, MA, United States
    Full-time
    Our client is currently seeking a Regional Vice President who will oversee all operations within their assigned portfolio, balancing the needs of the company, owners, and team.This position require...Show more
    Last updated: 30+ days ago • Promoted
    Vice President Investment Banking

    Vice President Investment Banking

    Pearse Partners • Boston, MA, United States
    Full-time
    Pearse Partners has partnered with a global mid-market investment bank looking to expand its Industrials M&A team in Boston with a Vice President hire, driven by a strong pipeline across industrial...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Public Relations

    Vice President, Public Relations

    Walker Sands Communications • Boston, MA, United States
    Full-time
    We strongly encourage people of color, lesbian, gay, bisexual, transgender, queer and non-binary people, veterans, parents, and individuals with disabilities to apply. As an equal opportunity employ...Show more
    Last updated: 24 days ago • Promoted
    Vice President, US Strategic Accounts

    Vice President, US Strategic Accounts

    Alnylam Pharmaceuticals • Cambridge, MA, United States
    Full-time
    Vice President, US Strategic Accounts.We are seeking a proven leader with the strategic vision, executive presence, and collaborative style to shape our US Strategic Accounts strategy and go-to-mar...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Evergreen Product Operations

    Vice President, Evergreen Product Operations

    Harbourvest Partners (U.K.) Limited • Boston, MA, United States
    Full-time
    Vice President, Evergreen Product Operations page is loaded## Vice President, Evergreen Product Operationslocations : Bostontime type : Full timeposted on : Posted 25 Days Agojob requisition id : ...Show more
    Last updated: 5 days ago • Promoted
    Vice President, Total Rewards

    Vice President, Total Rewards

    Autodesk • Boston, MA, United States
    Full-time
    The Vice President of Total Rewards is a critical People and Places leadership team member and will directly report to the Chief People Officer. This thought leader and innovator will spearhead the ...Show more
    Last updated: 17 days ago • Promoted
    Assistant Vice President, Philanthropic Relations, PM&R and Spaulding Rehabilitation

    Assistant Vice President, Philanthropic Relations, PM&R and Spaulding Rehabilitation

    Mass General Brigham Incorporated. • Boston, MA, United States
    Full-time
    You may choose to display a cookie banner on the external site.You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirement...Show more
    Last updated: 6 days ago • Promoted