Asset Manager Services – Client Service Representative

State Street Role Responsibilities: * Be the first point of contact for top-tier investment banks and institutional banking clients * Be the face of State Street for all global custody related enquiries * Become a subject matter expert in: + All aspects of custodial services
State Street

Role Responsibilities:

  • Be the first point of contact for top-tier investment banks and institutional banking clients
  • Be the face of State Street for all global custody related enquiries
  • Become a subject matter expert in:
    • All aspects of custodial services
    • Accounting
    • Corporate actions
    • Full trade settlement cycle
    • Derivatives
    • Income
    • Various financial markets globally, and
    • State of the art IT infrastructure
  • Actively establish and maintain strong relationships with allocated clients
  • Drive customer experience e.g. be involved in service meetings with client
  • Work well under pressure by prioritising intra-day enquires based on market deadlines, risk and volume
  • Be self-driven

Position Requirements:

This role will ideally suit a dynamic and experienced client service professional from a Custody or market operations background. Working with an allocated institutional client base, this role will allow you to demonstrate your outstanding customer service and relationship building experience by providing the highest level of service to a variety of Investment Managers whom we are in constant communication with on-site visits, formal service reviews as well as daily operational communication and ad-hoc check–ins.

To be considered for this role you can successfully demonstrate:

Client Service Skills:

  • Excellent communication and interpersonal skills
  • Ability to take ownership and initiative with a can do attitude
  • Proven exceptional customer service skills
  • Fluent speaking, reading and professional writing skills in English
  • Excellent organisational, planning and execution skills including the ability to prioritise and multi-task under time constraints and pressures
  • Demonstrate ability to meet Service Level Expectations
  • High attention to detail

Specialised Skills:

  • Develop breadth and depth of knowledge in custodial services, financial markets and investment instruments
  • Fluent speaking, reading and professional writing skills in English
  • Excellent organisational, planning and execution skills including the ability to prioritise and multi-task under time constraints and pressures
  • Demonstrate ability to meet Service Level Expectations
  • High attention to detail
  • Fundamental understanding of the trade lifecycle including sub custodians, cash correspondents and market depositories (DTC, Exigo)
  • Basic swift messaging knowledge regarding cash (MT202/103/210), trades (MT54x) and asset servicing


Sydney, New South Wales, Australia Sydney New South Wales AU