IMS-Operations Specialist, Officer IMS-Operations Specialist, Officer …

State Street
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
State Street
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
State Street
IMS-Operations Specialist, Officer
The characteristics of this role are:
  • Provide a high standard of support to both internal or external clients
  • Embrace State Street's "corporate values" and support a work environment reflective of those values
  • Effectively communicate with clients, custodians, brokers, managers, and peers within State Street
  • Be a strong team player and demonstrate dedication to group and company goals
  • Demonstrate professional maturity and effective time management
  • Demonstrate the ability to analyse a problem, obtain and evaluate information, and reach sound conclusions

Prime Functions:

  • Ensure all internal/external clients' inquiries are logged and resolved in a timely and satisfactory manner
  • Establish strong working relationships with the client service teams providing services for local clients, monitoring their performance and acting as the escalation point on behalf of local clients
  • Ensure all daily and monthly services are delivered in accordance with relevant client SLA's
  • Ensure all transactions are processed on a daily basis
  • Participate in semi-annual broker review meetings
  • Facilitate new market initiatives setup
  • Facilitate client on-boarding on all aspects
  • Project initiatives - involvement with regards to future automation within the department as a whole, with a direct objective of increased efficiency, accuracy and productivity.
  • Contribute to team initiatives around audit, risk management
  • Complete special tasks and projects assigned by the supervisor or manager.
  • Develop Business Continegency Plan to ensure services expectations from clients are always maintained.


  • Support the development of a 'best practice' Client Service model across IMS Asia Pacific
  • Embrace the implementation of the IMS Global Operating Model
  • Work effectively with peers locally and across the region to achieve common goals

The Candidate:

The ideal candidate will have the following attributes:

  • Excellent attention to detail
  • Must be responsible and take ownership to the job which is allocated
  • Must be organised and able to multi-task often working to tight deadlines.
  • Must have demonstrated an ability to handle numerous activities and to prioritize work effectively.
  • Must be pro-active and be a problem solver
  • Must be highly professional interacting with several departments within the company
  • Must be flexible often dealing with ad-hoc queries from clients.
  • Must demonstrate an understanding of the risks involved in the processes and reflect this in their approach to work prioritisation
  • A team player

Qualifications & Experience:

  • BS/BA degree preferred.
  • Proven track record in a client service environment, with a minimum 3-5 years client service experience
  • Excellent understanding of the Investment Management industry, with a minimum 5 years industry experience
  • Good understanding of Investment Manager Operations, particularly around processes and key deliverables
  • Proven ability to communicate in a clear, concise and professional manner
  • Strong time management skills with the ability to prioritise under pressure
  • Good understanding of State Street operations - technical, systems, policies and procedures - is an advantage
  • PC skills with an excellent understanding of Microsoft Word, Outlook, and Excel.
  • Experience in account or relationship management is certainly a merit