Client Implementation Onboarding Coordinator, Assistant Vice President

1 month ago

London, Greater London, United Kingdom State Street Full time

About the Role

We are seeking a highly skilled Client Implementation Onboarding Coordinator to join our team at State Street Global Advisors. As a key member of our implementation team, you will be responsible for planning, coordinating, and executing the onboarding and transition of new clients into our systems.

Key Responsibilities

  • Plan and lead the end-to-end process of client onboarding and transition, including asset take-on/take-off activities, pooled fund in-specie events, and account terminations.
  • Utilize a project-management approach to client onboarding and transition, including complex portfolio structures across asset classes.
  • Communicate with internal and external parties, providing advice and consulting on all aspects of onboarding and transition.
  • Facilitate interactions with custodians and administrators regarding setup arrangements.
  • Complete market opening and trading documentation.
  • Coordinate transaction processing, including in-kind trade booking and resolution of exceptions.
  • 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.
  • Draw upon industry experience to provide advice and consultancy for all participant parties on all aspects of client change events.
  • Update and complete checklists and event scheduling applications for all events, ensuring adherence to procedures to facilitate risk-free event support.
  • Deliver an exceptional client experience, before, during, and after events.
  • Chair meetings with internal teams in preparation for, during, and post-event.
  • Represent the function in some external meetings.
  • Provide timely, effective, and accurate query investigation and resolution.
  • Continuously focus on risk excellence and risk mitigation.
  • Challenge existing processes where perceived risks and gaps exist.

About Us

State Street Global Advisors is a leading asset manager with over four decades of experience. We provide services to governments, institutions, and financial advisors across the globe, with a focus on responsible investing and social progress. Our mission is to invest responsibly to enable economic prosperity and social progress.

What We Offer

  • Education Assistance benefit
  • Private Medical Insurance
  • Health Screening
  • Life Assurance
  • Pension plan
  • Flexible work arrangement
  • Access to State Street's Employee Assistance Program services
  • Two volunteering days per year
  • Season ticket and Gym Loans

Join Our Team

We are committed to creating an inclusive environment where everyone can thrive and reach their maximum potential. We welcome candidates from diverse backgrounds and experiences. If you are passionate about responsible investing and social progress, and have a strong analytical and administrative skillset, we encourage you to apply for this exciting opportunity.

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