Job Description

• Report to Manager of Trust Client Services team and work closely with not only other Client Service Staffs but Operation and other departments (Risk, Legal, Compliance) to ensure client satisfaction is maintained
• Manage daily calls and emails for various inquiries, change requests, etc from Investment Managers
• Monitor service quality and all communications (incl. outstanding items) with Investment Managers of Trust Account
• Prepare periodical service review report for Investment Manager of Trust Account
• Conduct periodical service review meeting with Investment Manager of Trust Account in order to present and assess the quality of operational services and satisfaction
• Maintenance of Trust Account profile and Investment Manager related documents
• Assist reporting to client periodically (monthly, quarterly, annually) with reporting format defined by the client
• Conduct periodical survey with Investment Manager of Trust Account to get assessment for our service and points to be improved
• Conduct analysis against survey result and provide feedback to relevant departments to discuss improvement plan
• Receive and evaluate change requests (e.g. ISDA/CSA, Futures agreement), and to coordinate with internal relevant departments, in order to maintain the balance of overall service quality against profitability of the account

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.

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