Fund Accountant Manager, Off
美国道富
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2017-08-02
- 工作地点:杭州
- 招聘人数:1人
- 工作经验:8-9年经验
- 学历要求:本科
- 语言要求:英语 熟练
- 职位月薪:2-2.5万/月
- 职位类别:综合业务经理/主管
职位描述
职位描述:
Plans, schedules, and manages the daily workflow of one or more client relationships. Maintains strong client relationships. Evaluates and recommends process improvements, resulting in better client service and cost reduction to Bank.
Detailed Description:
1. Plans, schedules, and manages the daily workflow of one or more client relationships.
2. Ensures timely and accurate production of financial statements and related regulatory filings, as applicable, for each client relationship.
3. Maintains positive relationships with clients and State Street coworkers.
4. Sets clear client expectations.
5. Oversees the effective coordination of activities with other departments.
6. Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
7. Ensures all controls and procedures are adhered to as well as makes recommendations for changes.
8. Facilitates the successful start-up of new funds and conversion of new clients. Ensures thorough, proper planning.
9. Ensures effective use of reporting system and makes recommendations for system enhancements.
10. Remains informed of regulatory changes and new industry and competitor developments.
11. Evaluates staffing needs while continually striving for greater efficiencies.
12. Develop internal training classes with the training liaison.
13. Other special projects or tasks assigned.
Requirement:
1. 6-8 years experience, financial services preferred. 2-3 years supervisory experience required. Strong organizational and interpersonal skills necessary.
2. Mutual fund, pension fund, superannuation fund servicing
3. Strong English and communication skills
4. People managers, team size 10+
5. Candidates with long periods at the same companies
6. Experience in migrations a plus
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Plans, schedules, and manages the daily workflow of one or more client relationships. Maintains strong client relationships. Evaluates and recommends process improvements, resulting in better client service and cost reduction to Bank.
Detailed Description:
1. Plans, schedules, and manages the daily workflow of one or more client relationships.
2. Ensures timely and accurate production of financial statements and related regulatory filings, as applicable, for each client relationship.
3. Maintains positive relationships with clients and State Street coworkers.
4. Sets clear client expectations.
5. Oversees the effective coordination of activities with other departments.
6. Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
7. Ensures all controls and procedures are adhered to as well as makes recommendations for changes.
8. Facilitates the successful start-up of new funds and conversion of new clients. Ensures thorough, proper planning.
9. Ensures effective use of reporting system and makes recommendations for system enhancements.
10. Remains informed of regulatory changes and new industry and competitor developments.
11. Evaluates staffing needs while continually striving for greater efficiencies.
12. Develop internal training classes with the training liaison.
13. Other special projects or tasks assigned.
Requirement:
1. 6-8 years experience, financial services preferred. 2-3 years supervisory experience required. Strong organizational and interpersonal skills necessary.
2. Mutual fund, pension fund, superannuation fund servicing
3. Strong English and communication skills
4. People managers, team size 10+
5. Candidates with long periods at the same companies
6. Experience in migrations a plus
职能类别: 综合业务经理/主管
公司介绍
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation 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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation 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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
联系方式
- Email:Chinarecruitment@statestreet.comBe
- 公司地址:地址:span杭州市西湖区西斗门路3号天堂软件园C座