Client Implementation & Transitions Coordinator, Officer

State Street; Greater London; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Education Assistance

Private Medical Insurance

Health Screening

Life Assurance

Pension plan

Flexible work arrangement

Employee Assistance Programme

Volunteer days

Season ticket loan

Job summary

State Street Investment Management seeks a Client Implementation & Transitions Coordinator to plan and execute onboarding, transitions, and change events for clients. You will liaise with custodians, administrators and internal teams to ensure timely delivery and risk management.

The role requires strong organisational skills, attention to detail and a client-focused mindset, with experience in asset management and multi-stakeholder environments. Hybrid work setup offered across Greater London.

Qualifications

• Degree-qualified in Finance, Economics, Business or related discipline.
• Industry qualifications (IMC, CISI) advantageous.
• Experience in asset management, custody, fund administration, or investment operations.
• Ability to coordinate projects involving multiple stakeholders.
• Experience with institutional investment products.
• Knowledge of asset classes including Equities, Fixed Income, FX, Futures, OTC Derivatives.

Responsibilities

• Coordinate end-to-end client onboarding, transitions and change events within timelines.
• Manage multiple implementation projects concurrently with quality and control.
• Act as primary coordination point for internal/external stakeholders during the lifecycle.
• Facilitate interactions with Custodians and Administrators; complete market opening and trading docs.
• Coordinate processing including in-kind trade booking and resolving exceptions.
• Ensure readiness across front, middle and back-office teams for event delivery.
• Work with Contracting and KYC/AML teams to complete legal admin on time.
• Maintain accurate static data and lifecycle checklists for events.

Skills

Analytical thinking

Organised

Client-focused

Effective communication

Multi-priority planning

Understanding of asset markets

Education

Finance/Economics/Business degree

IMC or CISI qualification (advantage)

Experience in asset management / onboarding / transitions

Experience coordinating multi-stakeholder projects

Experience with institutional investment products

Knowledge of asset classes (Equities, Fixed Income, FX, Futures, OTC Derivatives)

Job description

Who We Are Looking For

As a Client Implementation & Transitions Coordinator you will be responsible for the planning, coordination and efficient implementation of new business and change activities. As the key contact point for both internal and external stakeholders, you will take ownership of client change events and be expected to understand them to a high level of detail to ensure successful implementation. This role can be performed in a hybrid model, where you can balance work from home and office.

Who We Are Looking For

As a Client Implementation & Transitions Coordinator you will be responsible for the planning, coordination and efficient implementation of new business and change activities. As the key contact point for both internal and external stakeholders, you will take ownership of client change events and be expected to understand them to a high level of detail to ensure successful implementation. This role can be performed in a hybrid model, where you can balance work from home and office.

You will develop a broad understanding of investment products, operational workflows and client servicing requirements while managing multiple concurrent projects in a fast-paced environment. Success in this role requires strong organisational skills, attention to detail, proactive stakeholder management and a commitment to delivering an exceptional client experience.

Why this role is important to us

The Client Implementation & Transitions team is responsible for managing the operational delivery of new business mandates and client change events, ensuring assets can be invested and serviced successfully from day one. The team works across a broad range of products, markets and client types, supporting onboarding, restructures, portfolio transitions, in-specie events, market openings and account closures.

The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What You Will Be Responsible For

As Client Implementation Coordinator you will

• Coordinate the end-to-end implementation of client onboarding, transition and change events, ensuring all deliverables are completed within agreed timelines..
• Manage multiple implementation projects simultaneously, prioritising activities effectively while maintaining high standards of quality and control.
• Act as the primary point of coordination for internal and external stakeholders throughout the implementation lifecycle.
• Facilitate all interactions with Custodians and Administrators with regards to set up arrangements. Complete market opening and trading documentation.
• Coordinate transaction processing including in-kind trade booking and resolution of exceptions.
• Facilitate operational readiness across front, middle and back-office teams to ensure successful event delivery.
• Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes.
• Ensure accurate static data set up on internal systems; maintain client and portfolio reference data.
• Update and completion of checklists and event scheduling application 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.
• 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.

What We Value

These skills will help you succeed in this role

• Strong analytical and problem-solving capabilities.
• Organised with strong administrative skills and a high level of attention to detail.
• A client-focused mindset with a passion for delivering exceptional service.
• 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/ inspecie mechanics helpful but not required.
• You have an appreciation of the broader requirements for the successful on-boarding of clients and look to continuously work to improve the client experience.

Education & Preferred Qualifications

• Degree qualified, preferably in Finance, Economics, Business or a related discipline.
• Relevant industry qualifications (IMC, CISI or equivalent) are advantageous.
• Experience within asset management, custody, fund administration, investment operations, implementation, onboarding or transition management.
• Demonstrated ability to coordinate projects, events or operational initiatives involving multiple stakeholders.
• Experience working with institutional investment products and operational processes.
• Knowledge of one or more asset classes including Equities, Fixed Income, FX, Futures, OTC Derivatives and Pooled Funds.
• Experience of client onboarding, account opening, market set-up, custody operations or portfolio transitions would be advantageous.

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 Programme services, which includes guidance sessions to help you deal with issues such as stress, anxiety, depression, relationship issues, as well as a legal and financial guidance
• Employees are able to take 2 volunteering days each year
• Season ticket and Gym Loans

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Investment Management

What We Do.

As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. 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. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission.

At State Street Investment Management 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. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job ID: R-798901