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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, Assistant Vice President to join our team. As a key member of our Client Implementation team, you will be responsible for planning, coordinating, and implementing new business and change activities. This will involve working closely with internal and external stakeholders to ensure successful implementation of client change events.

Key Responsibilities

  • Plan and lead the end-to-end process of implementation & transition events, including client onboarding and change, asset take-on/take-off activities, pooled fund in-specie events, and account terminations.
  • Utilize a project-management approach to client onboarding & change events, including complex portfolio structures across the asset classes.
  • Communicate with internal & external parties and teams, providing advice and consulting with all participant parties on all aspects of onboarding and change events.
  • Facilitate all 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; 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.

Requirements

  • Strong analytical skills to help solve problems.
  • Organized with strong administrative skills and a high level of attention to detail.
  • Articulate and able to communicate confidently at all levels.
  • Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery-focused environment.
  • Understanding of investment markets and the settlement of securities, particularly free-of-payment trades.
  • An appreciation of asset transition/inspective mechanics is helpful.
  • You have an appreciation of the broader requirements for the successful onboarding of clients and look to continuously work to improve the client experience.

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. Our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future.

What We Offer

  • Education Assistance benefit
  • Private Medical Insurance
  • Health Screening
  • Life Assurance
  • Pension plan
  • Flexible work arrangement
  • All employees and their household family members can access State Street's Employee Assistance Program services, which includes guidance sessions to help you deal with issues such as stress, anxiety, depression, relationship issues, as well as legal and financial guidance.
  • Employees are able to take 2 volunteering days each year.
  • Season ticket and Gym Loans.

State Street is an Equal Opportunity Employer