Who we are looking for
The Client Onboarding Function within Globallink is key to the success of the organization. This role acts as a valued partner to the Client Acquisitions, Product Sales, Contract Administration and Support Teams in the onboarding of GlobalLink clients, addressing inquiries and ensuring all elements of the onboarding process have been completed in an accurate and timely manner.
Why this role is important to us `
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable.
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Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As Globallink Client Implementation & Service, AVP, you will
- Assist in the Development, ownership, and management of a controlled, efficient and standardized Client Onboarding process for GlobalLink
- Advance the current Operating Model through transformation initiatives to improve the process and develop higher performing Client Onboarding teams.
- Responsible for the day-to-day onboarding operations.
- Lead multiple project initiatives designed to enhance workflow and reduce risk. Liaise with systems personnel, and key business stake holders to identify and prioritize systems initiatives designed to improve GlobalLink onboarding.
- Develop and maintain effective working relationships with key stake holders across business lines to ensure effective contribution to project goals and objectives.
- Partner with global counterparts to implement and maintain a standardized onboarding process.
- Proactively identify and incorporate best practices ensuring process consistency across onboarding teams ensuring global process standardization of onboarding tasks.
- Continuously identify and implement opportunities to improve service quality and operating efficiency, and mitigate relational risk
- Partner with the Business to analyze onboarding results to develop and implement process improvements designed to positively impact client experience
- Lead and be accountable for the various technology initiatives associated with client onboarding.
- Drive process for routine meetings with GlobalLink Business Heads and Managers to communicate results and issues.
What we value
These skills will help you succeed in this role
- Advanced Excel experience will be considered a strong plus.
- Team player with flexibility and adaptability to change.
- Strong critical thinking, problem solving, and decision-making skills.
- Strong verbal and written communications skills.
- Takes ownership of issues and see them to resolution.
Education & Preferred Qualifications
- BS/BA degree required, MBA a plus.
- 5+ years' operations, finance, compliance, or business risk experience in the financial services industry and overall understanding of financial products, specifically GlobalLink products
- 3-5 years of experience understanding the operational and client benefits of utilizing Trade NeXus for post trade workflow and associated Swift messages supported by trade NeXus.
- Fluent in the Currenex offering including but not limited to: Power BI and client reporting, liquidity management and client on-boarding.
- Strong analytical and quantitative skills coupled with a strong track record of executing against goals
- Superior communication and organization skills supported by a strong customer service orientation and the ability to work in a global team environment
- Excellent writing, project management, data management and reporting skills
- Ability to evaluate a detailed workflow process and work with business stakeholders to develop and improve processes, including prioritization and execution of initiatives
- Previous client management and project management experience
- Ability to manage multiple priorities with simultaneous deadlines
- Conduct business in an ethical manner while displaying personal and corporate integrity
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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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.
Discover more at StateStreet.com/careers
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