Client Onboarding Coordinator

3 weeks ago

London, Greater London, United Kingdom State Street Full time

About the Role

We are seeking a highly skilled Client Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our team, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. This will involve working closely with internal and external stakeholders to ensure successful implementation.

Key Responsibilities

  • Plan and lead the end-to-end process of implementation and transition events, including client onboarding and change, asset take-on/take-off activities, and account terminations.
  • Develop and implement project management approaches to client onboarding and change events, including complex portfolio structures across asset classes.
  • Communicate with internal and external parties and teams, providing advice and consulting on all aspects of onboarding and change events.
  • Facilitate interactions with custodians and administrators, completing market opening and trading documentation, and coordinating transaction processing.
  • Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes.
  • Ensure accurate static data setup on internal systems and maintain client and portfolio reference data.

Requirements

  • Strong analytical skills and ability to solve problems.
  • Organized with strong administrative skills and high attention to detail.
  • Articulate and able to communicate confidently at all levels.
  • Ability to plan and run multiple priorities and tasks with skills to adapt and be flexible to change in a delivery-focused environment.
  • Understanding of investment markets and settlement of securities, particularly free-of-payment trades.

About Us

State Street Global Advisors is a leading asset manager with a rigorous, risk-aware approach built on research, analysis, and market-tested experience. We build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. Join us if making your mark in the asset management industry from day one is a challenge you are up for.

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