Performance and Analytics, Client Service Manager, Officer

State Street Corporation
Edinburgh, United Kingdom
26 Mar 2023
18 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Performance & Analytics, Client Service Manager, Officer
This is a Client Service role within the Performance and Analytics Client Service team based in Edinburgh.
As a Client Service Manager, you will be the main point of contact for your assigned clients and primarily responsible for resolving and responding to client requests and queries in relation to the Performance Measurement Service.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Role Specifics
  • Manage the resolution of queries raised by clients
  • Manage and accurately execute change management activities for clients, ensuring correct documentation is obtained
  • Provide technical expertise on Performance, Attribution and Ex-Post Risk to clients, be able to communicate this in a clear and concise manner.
  • Attend/lead client service reviews, be able to talk to KPI's, service issues, project or change updates.
  • Provision of volumes for billable items to the client billing team, ensuring clients are charged correctly for the service they receive.
  • Update client activity plans, business development plans, client on-boarding plans for your clients
  • Participate in new business activity, co-ordinate the implementation of new clients as required, ensure all required legal documentation is executed.
  • Participation in and management of ad-hoc or strategic projects
  • Management cover as directed
  • Representing P&A UKMEA at meetings as required both internally and externally
  • Ensure excellent working relationships with all existing and prospective clients
  • Build and maintain strong internal/external relations.
Communication & Coordination
  • Develop and maintain excellent working relationships with colleagues and other business areas within State Street, ensuring maximum co-operation across relevant State Street divisions.
Individual Contributor
  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
  • Ensure that the highest level of the Code of Conduct is displayed in your behaviour
  • Provide appropriate management information as required to support business unit decision making
  • Support the 'Risk Excellence' culture within the business
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations
Preferred experience and qualifications
  • Minimum 5 years' experience working in financial services industry
  • Client service experience would be advantageous
  • Project management experience or education would be an asset
  • Knowledge of performance measurement systems and methodologies would be an advantage
  • Degree and/or further degree in a mathematically related subject.
  • CFA / CIPM / IMC preferred
Desired skills and competencies
  • Good numerical, communication, problem-solving/analytical skills
  • Highly motivated and adaptable.
  • Ability to work under pressure, manage deadlines and expectation of others
  • Comfortable working in a team environment
  • PC Skills : Microsoft word, PowerPoint and Excel
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