Client Services Rep,Off
State Street
Taipei, Taiwan
4天前
  • Taipei, Taiwan
  • 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 / Manager Deliverables

    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.
  • Management Deliverables

  • Prepare specific management information as requested.
  • Adopt a proactive role in establishing State Street as an organization of service excellence within the region.
  • Maintenance of Internal Procedures

  • Keep client directory up to date, to inform all members of the group whenever there is any changes for each fund / portfolio.
  • Work closely with Fund Operations in regards to the reporting, settlement of trades, income collection and corporate action activity related issues.
  • Update and maintain the fund procedures, aware of each fund procedure contents, and ensure agreed services are delivered to the clients in a timely manner.
  • 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.
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