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Sales and Service Client Services, Assc1

State Street

Sales and Service Client Services, Assc1

full-timePosted: Jul 30, 2026Updated: Aug 29, 2026Taiwan, Taipei

Job Description

Major Responsibilities Develop and maintain a clear understanding of assigned clients' portfolios and their requirementsAct as an intermediary between the client and various State Street operational units.Establish a good relationship with assigned clients and their key staffProactively liaise and resolve between client and State Street with regard to day to day operational issuesAssist management on assigned projectsCoordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.Record, investigate and resolve day to day operational queries and issues for assigned clients Requirements Level of EducationBachelor degree or equivalentLanguage: English / Mandarin fluency Qualifications/Skills: Knowledge of operational / client servicing processesKnowledge of custody/fund accounting processesKnowledge of all MS Office applications2+ year experience with custody related processes and/or fund accounting is an asset.Skills - interpersonal, numerical, problem-solving, and analytical Strong focus on managing and resolving issuesExcellent communication (internal and external) as well as presentation skillsAbility to operate independently/team setting, but understand when to escalate issues.Motivated to understand and respond effectively to client needsSelf-motivated and goal-orientedAbility to operate in a deadline-oriented environmentStrong multi-tasking skills with the ability to prioritizeAbout State StreetAcross 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.Discover more information on jobs at StateStreet.com/careersRead our CEO Statement

Locations

  • Taiwan, Taipei

Skills Required

  • operational / client servicing processesintermediate
  • custody/fund accounting processesintermediate
  • all MS Office applicationsintermediate

Required Qualifications

  • Level of Education (experience)
  • Bachelor degree or equivalent (degree in degree or equivalent)
  • Language: English / Mandarin fluency (experience)
  • Knowledge of operational / client servicing processes (experience)
  • Knowledge of custody/fund accounting processes (experience)
  • Knowledge of all MS Office applications (experience)
  • 2+ year experience with custody related processes and/or fund accounting is an asset. (experience, 2 years)
  • Skills - interpersonal, numerical, problem-solving, and analytical (experience)
  • Strong focus on managing and resolving issues (experience)
  • Excellent communication (internal and external) as well as presentation skills (experience)
  • Ability to operate independently/team setting, but understand when to escalate issues. (experience)
  • Motivated to understand and respond effectively to client needs (experience)
  • Self-motivated and goal-oriented (experience)
  • Ability to operate in a deadline-oriented environment (experience)
  • Strong multi-tasking skills with the ability to prioritize (experience)

Responsibilities

  • Develop and maintain a clear understanding of assigned clients' portfolios and their requirements
  • Act as an intermediary between the client and various State Street operational units.
  • Establish a good relationship with assigned clients and their key staff
  • Proactively liaise and resolve between client and State Street with regard to day to day operational issues
  • Assist management on assigned projects
  • Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.
  • Record, investigate and resolve day to day operational queries and issues for assigned clients

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