Sales and Service Client Services, Assc2 Sales and Service Client Services, Assc2 …

State Street Corporation
in Taipei, Taiwan
Permanent, Full time
Be the first to apply
State Street Corporation
in Taipei, Taiwan
Permanent, Full time
Be the first to apply
State Street Corporation
Sales and Service Client Services, Assc2
Why This Role is important to us
• Ensure appropriate corporate governance and well established controls are in place to prevent financial losses and reputational damages. Cultivate best practice.
• Coach, mentor, guide, drive and hold accountable for own team members to practice a culture of Risk Excellence.

What this role responsible for
Client / Internal Departmental /Client Deliverables
• Ensure clients' queries and reporting are answered / delivered accurately and on timely basis.
• Response and conduct clients' phone calls with professional manners.
• Constantly provide an update to clients on the progress of all raised issues.
• Demonstrate understanding of client's and investment manager's requirements.
Internal Departmental Deliverables
• Ensure all queries (through email or telephone) to Fund Operations have been fully handled and closely followed up.
• Provide coverage in the absence of Client Account.
• Escalate urgent/ major issues to the manager's attention.
Risk Focus
• Ensure full adherence and implementation of the Risk Management Policy and internal procedures at all times (e.g. KYC, FFTOP/TOP, etc.) in order to prevent losses.
• Communicate and document non-compliance issues as they arise to senior manager.
- 2-6 years of working experience in financial services or related industry
- Excellent interpersonal, verbal and written communication skills in both English and Chinese.
- An analytical mind-set with excellent and proven problem-solving skills and communication skills
- Detail-oriented team player who can work well with minimal supervision
- Outstanding organizational and time-management skills together with an ability to multi-task under pressure
Job Description:
- Develop a clear understanding of clients' portfolios and their requirements.
- Execute client onboarding include Know Your Customer (KYC), account opening and other related documentation requirements.
- Resolve daily client issues and requests by working closely with clients and related parties.
- Maintain client & internal records and documents.
- Responsible for Global Services (including Client Service) related initiatives / functions
- Handle various operational and administrative supports.
- Support management on ad-hoc assignments and projects.
Company Overview

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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