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A leading financial services firm in London is seeking a Globallink Client Implementation & Service Officer to manage client onboarding processes and improve operational efficiency. The ideal candidate will have a BS/BA degree, advanced Excel skills, and over 3 years of relevant experience in financial services. This role offers competitive benefits and the opportunity to work in a dynamic environment focused on innovation and client satisfaction.
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Who we are looking for
The Client Onboarding Function within Globallink is key to the success of the organization. This role acts as a valued partner to the Client Acquisitions, Product Sales, Contract Administration and Support Teams in the onboarding of GlobalLink clients, addressing inquiries and ensuring all elements of the onboarding process have been completed in an accurate and timely manner.
Why this role is important to us `
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As a Globallink Client Implementation & Service, Officer, you will
• Assist in the development, documentation, and management of a controlled, efficient and standardized Client Platform Onboarding process for GlobalLink
• Advance the current Operating Model through transformation initiatives to improve the process and develop higher performing Client Onboarding teams.
• Responsible for the day-to-day platform onboarding operations.
• Participate in multiple project initiatives designed to enhance workflow and reduce risk. Liaise with systems personnel, and key business stake holders to identify and prioritize systems initiatives designed to improve GlobalLink Platform onboarding.
• Develop and maintain effective working relationships with key stake holders across business lines to ensure effective contribution to project goals and objectives.
• Partner with global counterparts to implement and maintain a standardized platform onboarding process.
• Proactively identify and incorporate best practices ensuring process consistency across onboarding teams ensuring global process standardization of onboarding tasks.
• Continuously identify and implement opportunities to improve service quality and operating efficiency, and mitigate relational risk
• Be accountable for the various technology initiatives associated with client onboarding.
What we value
These skills will help you succeed in this role
• Advanced Excel experience will be considered a strong plus.
• Team player with flexibility and adaptability to change.
• Strong problem solving, and decision-making skills.
• Strong verbal and written communications skills.
• Takes ownership of issues and see them to resolution.
Education & Preferred Qualifications
• BS/BA degree required
• 3+ years’ operations, finance, compliance, or business risk experience in the financial services industry and overall understanding of financial products, specifically GlobalLink products
• Familiar with Globallink technology and infrastructure
• Experience completing client Due Diligence Questionnaires (DDQ”s) and Client Request for proposals (RFP’s)
• Superior communication and organization skills supported by a strong customer service orientation and the ability to work in a global team environment
• Excellent writing, project management, data management and reporting skills
• Ability to evaluate a detailed workflow process and work with business stakeholders to develop and improve processes, including prioritization and execution of initiatives
• Previous client relationship management and project management experience
• Ability to manage multiple priorities with simultaneous deadlines
• Conduct business in an ethical manner while displaying personal and corporate integrity
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 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.
Discover more at StateStreet.com/careers
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.
Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.
As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, 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. For more information, for U.S. jobs only, please read our CEO Statement .