Asset Manager Services - Client Account Manager, Associate 2

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. Our promise to

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.



State Street a global bank located in 29 countries with more than 31,000 employees, understands the critical role asset managers play in the investment process and have tasked a global team with managing and servicing these vital relationships. Our Asset Manager Services (AMS) group is focused solely on delivering premier client service to fund managers globally while enhancing their experience with our organization.

This is an Associate role siting in the Sydney team who will provide exceptional service to their allocated Investment Managers based in Australia.

 Role Responsibilities:



  • Be the first point of contact for top-tier investment banks and institutional banking clients


  • Be the face of State Street for all global custody related enquiries


  • Become a subject matter expert in:


  • All aspects of custodial services


  • Accounting


  • Corporate actions


  • Full trade settlement cycle


  • Derivatives


  • Income


  • Various financial markets globally, and


  • State of the art IT infrastructure


  • Actively establish and maintain strong relationships with allocated clients


  • Drive customer experience e.g. be involved in service meetings with client


  • Work well under pressure by prioritising intra-day enquires based on market deadlines, risk and volume


  • Be self-driven



This role will ideally suit a dynamic and experienced client service professional from a Custody or market operations background. Working with an allocated client base, this role will allow you to demonstrate your outstanding customer service and relationship building experience by providing the highest level of service to a variety of Investment Managers whom we are in constant communication with on-site visits, formal service reviews as well as daily operational communication and ad-hoc check–ins.

To be considered for this role you can successfully demonstrate:



  • Excellent communication and interpersonal skills


  • Ability to take ownership and initiative with a can do attitude


  • Proven exceptional customer service skills


  • Fluent speaking, reading and professional writing skills in English  


  • Excellent organisational, planning and execution skills including the ability to prioritise and multi-task under time constraints and pressures


  • Demonstrate ability to meet Service Level Expectations


  • High attention to detail


  • Fundamental understanding of the trade lifecycle including sub custodians, cash correspondents and market depositories (DTC, Exigo)


  • Basic swift messaging knowledge regarding cash (MT202/103/210), trades (MT54x) and asset servicing