Client Onboarding & Analytics Specialist

State Street; Boston (MA); On-site; USD 60,000 - 101,250; Full time

Benefits offered by this job

401K with company match

Comprehensive benefits including life,

Paid time off and volunteer days

Job summary

State Street in Boston seeks a GlobalLink Client Implementation & Service Officer to partner with Client Acquisitions, Product Sales, Contract Administration and Support teams in onboarding GlobalLink clients.

You will develop standardized onboarding processes, drive data-driven improvements, analyze metrics, and manage day-to-day platform onboarding while collaborating with global teams to mitigate risk and improve client experience.

Qualifications

• BS/BA degree in finance, economics, analytics, data science, CS, engineering.
• 0–3+ years in operations, finance, compliance, analytics within financial services.
• Experience with data sets, reporting, or process analysis (academic or professional).
• Strong communication and organizational skills, supported by a customer service orientation and global teamwork.
• Familiarity with GlobalLink technology, especially GL Payments.
• Ability to evaluate detailed workflow processes and partner with stakeholders to develop data-driven improvements.

Responsibilities

• Develop, document, and manage a standardized Client Platform Onboarding process for GlobalLink.
• Advance Operating Model through transformation initiatives to improve onboarding processes and performance.
• Support data-driven decision making by analyzing onboarding metrics, workflow performance, and risk indicators.
• Responsible for the day-to-day platform onboarding operations.
• Participate in projects to enhance workflow, leverage automation, and reduce operational risk.
• Liaise with systems personnel and stakeholders to identify technology and data analytics initiatives.
• Develop and maintain relationships with stakeholders across business lines to contribute to goals.
• Partner with global counterparts to implement standardized onboarding processes.
• Identify and implement best practices including data visualization and reporting tools.

Skills

Advanced Excel

Data analysis

Statistical modeling

Python

R

SQL

Tableau

Power BI

Written communication

Analytical thinking

Problem solving

Ownership

Education

BS/BA in Finance, Economics, Business Analytics, Data Science, Computer Science, Engineering

Tools

GL Payments

GlobalLink technology

Job description

State Street in Boston seeks a GlobalLink Client Implementation & Service Officer to partner with Client Acquisitions, Product Sales, Contract Administration and Support teams in onboarding GlobalLink clients.

You will develop standardized onboarding processes, drive data-driven improvements, analyze metrics, and manage day-to-day platform onboarding while collaborating with global teams to mitigate risk and improve client experience.