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Client Service Officer
State Street. Manage client satisfaction by working with internal/external operations teams and stakeholders to deliver consistently high-quality services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data management within the financial services industry, with a strong focus on client satisfaction and service delivery. Proficient in managing client relationships, executing audits, and adhering to compliance standards while effectively communicating in both Japanese and English.
Highest-signal resume keywords
Data Management ExperienceFluent in Japanese and EnglishFinancial Services Industry KnowledgeTrustee and Alternative Fund Service ExpertiseStrong Verbal and Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementFinancial Operations KnowledgeTrustee Service UnderstandingAlternative Fund Service KnowledgeAudit ExecutionKPI Review ParticipationClient Deliverable ManagementService Enhancement SuggestionsCompliance AdherenceDetail Orientation
Soft Skills
Team PlayerClient Relationship ManagementProactive Problem SolvingOrganizational SkillsIndependent Work
Tools & Technologies
BarraAladdin
Certifications & Qualifications
Bachelor/Graduate Degree
Industry Keywords
Client SatisfactionService DeliveryStakeholder CollaborationRisk and Compliance CultureKPI/Service Review
About the role
Key responsibilities & impact- Manage client satisfaction by working with internal/external operations teams and stakeholders to deliver consistently high-quality services
- Understand client needs and agreed deliverables, collaborating with local and abroad teams to achieve common goals
- Support service delivery for Account Book of Records (ABOR) data and look-through data for alternative funds in client-specific formats
- Ensure responsible client deliverables are met on time and to required quality standards
- Execute internal/external audits with the team and HZ operations team
- Work with operations teams and relationship managers to ensure client queries are answered promptly and appropriately
- Proactively identify client needs and address potential issues affecting client satisfaction
- Participate in periodic KPI/service review meetings and prepare materials
- Adhere to risk and compliance culture and demonstrate the highest integrity
- Understand client needs and suggest service enhancements
- Work effectively with internal/external operations teams to provide enhanced services and strong relationships
- Perform other duties as assigned
Requirements
What you’ll need- Experience in a data management role
- Strong verbal and written communication skills
- Fluent in Japanese and English language skills
- Team player able to work with a broad range of internal/external stakeholders
- Knowledge of computer systems and financial operations
- Bachelor/Graduate Degree from University (required)
- At least 5 years of experience in the financial services industry
- Excellent business understanding of trustee and alternative fund service
- Working knowledge of trustee and alternative fund service
- Experience working in trustee and alternative fund service, or Barra/Aladdin data management
- Highly organized, highly attentive to detail, driven, and able to work independently to drive change and excellent outcomes for clients
- Excellent verbal and written communication skills
- Ability to work across large global organizations to identify knowledge holders and respond to client queries and issues quickly and effectively
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks