Client Implementation & Service, Associate 2

State Street; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

State Street in Bengaluru delivers critical client operations services to global clients, ensuring consistent service delivery, SLA compliance, and robust reporting. You will support cross-functional teams and manage data integrity while navigating a dynamic, fast-paced environment.

The role requires strong English skills, advanced Excel/BI tools, and the ability to collaborate across diverse stakeholders. Occasional night shifts may be needed to align with US market hours.

Qualifications

• 2+ years’ experience in Custody & Accounting with financial instruments.
• Bachelor’s degree in Finance, Accountancy or Business-related field.
• MBA/CFA accreditation would be an advantage.
• Excellent English skills and strong MS Office knowledge.

Responsibilities

• Deliver high-quality service delivery and ensure SLA adherence for global clients.
• Prepare and present management reports and KPIs.
• Maintain data quality checks on client service materials.
• Monitor project progress and escalate risks timely.
• Coordinate with internal teams, COEs, and partners to resolve issues.

Skills

Analytical skills

Strong verbal & written communication

Deadline-driven

Teamwork

Education

Bachelor’s Degree in Finance, Accountancy or Business-related degree

MBA/CFA accreditation would be an advantage

Tools

Excel

Power BI

Tableau

SharePoint

VBA

PowerPoint

Job description

Who we are looking for:

This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Officer is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery, contract and SLA documentation and execution, change management, and key performance reporting.

Job Description:

Who we are looking for:

This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Officer is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery, contract and SLA documentation and execution, change management, and key performance reporting.

What You Will Be Responsible For:

• Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street’s full range of services as their needs and our services evolve.
• Participate in Virtual Team meetings and work upon various Management materials for the client service unit.
• Prepare Reports related to various asks from Client Service Management.
• Produce robust, accurate reporting to provide Client Service Management
• Implement and maintain data quality checks for various client service project materials
• Monitor progress to ensure projects stay on track and elevate issues timely
• Track risk items for business unit and perform Risk and Control Assessment to ensure appropriate action is initiated and executed to minimize risk events
• Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation.
• Assists with compliance reviews, controls, and audits as appropriate.
• Proactive identification of client needs and potential internal issues impacting client satisfaction.
• Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines
• Liaise with internal operations team, shared service teams and other business units as required to elevate and resolve client's service/ operational issue.
• Create backup and ensure Mandatory trainings are completed within timeline.
• Raise hands in case of any issues, alerts and a team player.
• Plan leaves in advance so that backup’s can pick activity seamlessly.
• Provide support during US market hours, should be comfortable with Night Shift.

What We Value:

• Strong verbal and written communication skills.
• Strong analytical skills.
• Ability to perform effectively within strict client deadlines.
• Attention to detail
• Team player attitude
• Ability to work on own initiative.

Education & Preferred Qualifications:

• 2+ years’ experience in Custody & Accounting – Should be well versed with financial instruments.
• Bachelor’s Degree in Finance, Accountancy or Business-related degree.
• Former Client service experience would be an advantage.
• MBA/CFA accreditation would be an advantage.
• Very good working knowledge of Excel.
• Excellent English skills.
• Must have the initiative and capability to collaborate with a diverse stakeholder base to deliver timely and high quality output
• Must be highly organized with strong attention to detail
• Attention to details

Secondary Skills (Good To Have)

• Advance MS Office – SharePoint, Excel - proficient, PowerPoint
• VBA Skills, Tableau and Power BI
• Analytical skills
• Analytical Skills

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.

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.

Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

Job ID: R-793017