Globallink Client Implementation & Service, Officer - Markets

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

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 processes and develop higher-performing Client Onboarding teams
• Support data-driven decision making by analyzing onboarding metrics, workflow performance, and key risk indicators to identify trends and improvement opportunities
• Responsible for the day-to-day platform onboarding operations
• Participate in multiple project initiatives designed to enhance workflow, leverage automation, and reduce operational risk
• Liaise with systems personnel and key business stakeholders to identify and prioritize technology and data analytics initiatives designed to improve GlobalLink Platform onboarding
• Develop and maintain effective working relationships with stakeholders 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, including use of data visualization and reporting tools, ensuring process consistency across onboarding teams
• Continuously identify and implement opportunities to improve service quality, operating efficiency, and mitigate risk using quantitative insights and analytics
• Contribute to the development of dashboard reporting, KPIs, and operational analytics to support management oversight
• 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 (e.g., pivot tables, data modeling, VBA) strongly preferred
• Exposure to data analysis, statistical modeling, or data visualization tools (e.g., Python, R, SQL, Tableau, Power BI)
• Ability to interpret datasets and translate insights into actionable process improvements
• Team player with flexibility and adaptability to change
• Strong problem-solving and analytical thinking skills
• Strong verbal and written communication skills, including the ability to communicate data insights to non-technical stakeholders
• Takes ownership of issues and sees them through to resolution
• Intellectual curiosity and interest in leveraging data to improve operational performance and client experience

Education & Preferred 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 (academic or professional)
• 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

Salary Range:

$60,000 - $101,250 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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 Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.