Who we are looking for
As a Financing Solutions Client Service Representative, you will serve as a key client contact for strategic Financing Solutions relationships, partnering closely with Trading, Relationship Management, Operations, Onboarding, Sales and Product teams to deliver exceptional client service, drive client satisfaction and support business growth. You will act as the primary day-to-day contact for assigned agency lending, repo and financing solutions clients, helping to strengthen relationships, improve program performance and support retention and growth objectives.
Why this role is important to us
The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success.
As one of the largest and most experienced securities financing providers in the industry, we provide investors with market-leading expertise, technology and scale to accelerate decision-making and enhance performance. With a focus on innovative financing solutions, we’ve expanded our services to support a range of agency lending, repo and prime services, helping investors access new pools of liquidity and providing competitive overnight and term cash investment financing.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
What you will be responsible for
As a client service representative, you will
- Respond to client inquiries, troubleshoot problems, provide information, and ensure client satisfaction with service and products offered by Financing Solutions.
- internal risk and compliance matters pertaining to assigned client relationships, as well as coordinating any required client specific requirements.
- Monitor client satisfaction, program performance and revenue trends; proactively identify risks, opportunities and service improvements, escalating issues appropriately and driving timely resolution.
- Lead client communications, performance reviews and business update meetings. Prepare and present benchmarking analysis, market insights and program performance updates to clients and internal stakeholders.
- Participate in regular client meetings and industry discussions, demonstrating knowledge of securities lending, repo and capital markets trends impacting client portfolios.
- Collaborate across the regional Client Service organization to support global and APAC client relationships, provide coverage across markets and contribute to regional initiatives and best practices.
- Partner with Financing Solutions Relationship Managers to support top strategic program relationships.
- Support strategic client onboarding, platform migrations, product enhancements and regulatory initiatives through effective project coordination and stakeholder management.
- Collaborate closely with Global Services and other State Street division partners for joint clients; address any operational issues and/or identify potential cross-selling opportunities.
What we value
These skills will help you succeed in this role
- Strong client relationship management skills with the ability to build credibility and trust with institutional investors and senior stakeholders.
- Commercial mindset with the ability to identify opportunities to deepen client engagement, improve program performance and support business growth.
- Excellent communication and presentation skills with the ability to articulate complex concepts clearly to clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to interpret client performance, market trends and business data to drive informed decision-making.
- Ability to manage multiple priorities and deliver high-quality outcomes in a fast-paced environment.
- Proven ability to collaborate across global teams and navigate complex organizations to achieve client objectives.
- Demonstrated ownership, accountability and sound judgment in managing client issues, risks and escalations.
- Strong project management and stakeholder management capabilities.
- Client-focused mindset with a commitment to delivering exceptional service and client outcomes.
Education & Preferred Qualifications
- Bachelor's degree.
- 5-8 years of experience in securities lending, repo, custody, capital markets, client service, relationship management or related financial services functions.
- Knowledge of financial markets, custody banking and preferably the securities lending industry.
- Understanding of securities financing products including agency lending, repo and collateral management preferred.
- Experience working with Japanese institutional investors, including asset managers, insurance companies, banks and pension funds preferred.
- Fluent Japanese and business-level English communication skills, both written and verbal.
- Strong written communication skills with the ability to effectively organize and prioritize competing responsibilities.
- Proficiency in Microsoft Excel, PowerPoint, Word and CRM tools (Salesforce preferred); experience using Bloomberg or other market data platforms is a plus
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
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.
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.
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