Client Implementation & Service - Team Lead

Who we are looking for:

Looking for professional who understand and manages the processes related to account openings for new clients, establishes accounts in State street systems for clients,

Why this role is important to us:

The team you will be joining is a part of State Street Corporation, deals directly with State street Client’s to process Account in various Systems. The client onboarding  team monitor the progress of the account openings and actively communicate with relationship Managers to ensure that the account opening process is completed in a timely manner.

What you will be responsible for:

• Processing COAC set up in the Trade system for COAC Notification and processing.
• Good Knowledge of Corporate Action. Asset management, Investment Manager, Custody, Prime broker
• Good Knowledge of SWIFT messages for Trade processing.
• Some  functional  experience on  IBOR/ABOR Platforms and Trade processing system.
• Some functional experience on live processing on application .
• Should have done some data analysis and data conversion and or BAU activity of Clients to an in-house system
• Escalate unresolved issues to management as required.
• Understanding of Custody business & platforms.
• Goo understanding of Global markets and currencies
• Ability to perform tasks effectively to strict deadlines and Must have skills in reporting/work allocation and other metrics data
• Teamwork and collaboration skills: ability to work effectively with others to enhance team efficiency and quality outcomes
• Compiles and submits necessary documentation to assist with responding to all client requests in a timely, thorough, and professional manner.
• Work in conjunction with individuals on the team as well as other Client Service teams, Shared Services/COEs, outsource partners, other business units and external clients as needed to ensure seamless processing according to the fund’s policies, to ensure that all Services Level Agreements are met.
• Ensure all deliverables which are going out of the firm are thoroughly reviewed Participate / Facilitate / execute functionalization efforts
•  Ability to recognize and prioritize issues through daily updates, ensuring work is completed within established timeframes
•  Working closely with internal teams during the onboarding process confirming requirements and addressing their inquiries.

What we value:

These skills will help you succeed in this role:

• Strong communication, interpersonal, organizational, and time management skills
• Ability to analyze Client’s Documents with Local Sub-custodian
• Excellent communication, organization, interpersonal planning, and analytical skills
• Deadline and detail oriented
• Excellent communications skills with confidence to interact with multiple levels of management.
• Desire and ability to provide superior customer service to both internal and external customers.

Education & Preferred Qualifications:

• A college degree (Bachelors’ degree or equivalent).
• Excellent communications skills with confidence to interact with multiple levels of management.
• 7 -9 years’ experience within the Financial Services industry preferably with Account Opening exposure

Secondary Skills (Good to Have)

• Microsoft Excel Knowledge

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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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