Client Onboarding & Service Lead

State Street; Massachusetts; On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off including vacation and a

Short/Long term disability

Employee Assistance Program

Job summary

State Street is seeking an experienced professional to join the GlobalLink Client Onboarding & Service team in Massachusetts. You will support the onboarding of GlobalLink clients, coordinate with product sales and contracts, and help ensure timely and accurate completion of onboarding activities.

The role emphasizes data-driven decision making, process improvement, and close collaboration with global counterparts to standardize onboarding practices across teams.

Qualifications

• BS/BA degree required (preferred majors: Finance, Economics, Business Analytics, Data Science, Computer Science, Engineering, or related fields)
• Recent graduates with relevant internships, coursework, or projects in data science, analytics, or financial technology are encouraged to apply
• 0-3+ years' experience in operations, finance, compliance, business risk, or analytics within financial services
• Familiarity with GlobalLink technology and infrastructure, especially GL Payments, is a plus
• Demonstrated experience working with data sets, reporting, or process analysis
• Superior communication and organizational skills, supported by a strong customer service orientation and the ability to work in a global team environment
• Experience or exposure to data manipulation, data quality management, or workflow automation is highly desirable
• Ability to evaluate detailed workflow processes and partner with stakeholders to develop data-driven improvements
• Strong project management, data management, and reporting capabilities
• Ability to manage multiple priorities with simultaneous deadlines
• Conduct business in an ethical manner while displaying personal and corporate integrity

Responsibilities

• Assist in the development, documentation, and management of a controlled, efficient onboarding process
• Advance the Operating Model through transformation initiatives to improve processes
• Support data-driven decision making by analyzing onboarding metrics and risk indicators
• Responsible for day-to-day platform onboarding operations
• Participate in projects to enhance workflow, leverage automation, and reduce risk
• Liaise with systems personnel and stakeholders to identify and prioritize technology initiatives
• Develop and maintain relationships with stakeholders to ensure project goals are met
• Partner with global counterparts to implement standardized onboarding processes
• Identify and incorporate best practices, including data visualization and reporting tools
• Improve service quality, operating efficiency, and mitigate risk using analytics
• Contribute to dashboard reporting, KPIs, and operational analytics

Skills

Advanced Excel

Data analysis

Data visualization tools

Communication

Problem-solving

Teamwork

Ownership

Education

BS/BA in Finance/ Economics/ Business Analytics/ Data Science/ CS/ Engineering

Internships / coursework in analytics or fintech

0-3+ years experience in operations/ finance/ analytics

Tools

Tableau

Power BI

Python

SQL

R

Job description

State Street is seeking an experienced professional to join the GlobalLink Client Onboarding & Service team in Massachusetts. You will support the onboarding of GlobalLink clients, coordinate with product sales and contracts, and help ensure timely and accurate completion of onboarding activities.

The role emphasizes data-driven decision making, process improvement, and close collaboration with global counterparts to standardize onboarding practices across teams.