Client Implementation Coordinator, State Street - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who we are looking for

As a Client Implementation & Transitions Coordinator you will be responsible for the planning, coordination and efficient implementation of new business and change activities.

As the key contact point for both internal and external stakeholders, you will takeownership of client change events and be expected to understand them to a high level of detail to ensure successful implementation.

The role holder will be reporting to Head of EMEA Client Implementation.

This role can be performed in a hybrid model, whereyou can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe.

With over four decades of experienceand trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles.

As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for
As Client Implementation Coordinator you will

Plan and lead the end to end process of implementation & transition events including client onboarding and change, asset takeon / takeoff activities, pooled fund inspecie events, and account terminations.
Projectmanagement approach to client onboarding & change events including complex portfolio structures across the asset classes.
Communicate with internal & external parties and teams, provide advice and consulting with all participant parties on all aspects of onboarding and change events.
Facilitate all interactions with Custodians and Administrators with regards to set up arrangements. Complete market opening and trading documentation.
Coordinate transaction processing including inkind trade booking and resolution of exceptions.
Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes.
Ensure accurate static data set up on internal systems; maintain client and portfolio reference data.
You will draw upon industry experience to provide advice and consultancy for all participant parties on all aspects of client change events.
Deliver an exceptional client experience, before, during and after events.
Chair meetings with internal teams in preparation for, during, and post event. Represent the function in some external meetings.
Provide timely, effective and accurate query investigation and resolution.
Continuously focus on risk excellence and risk mitigation. Challenge existing processes where perceived risks and gaps exist.

What we value
These skills will help you succeed in this role

Strong analytical skills to help solve problems.
Organised with strong administrative skills and a high level of attention to detail.
Articulate and able to communicate confidently at all levels.
Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused environment.
Understanding of investment markets and the settlement of securities, particularly freeofpayment trades.
An appreciation of asset transition/ inspecie mechanics helpful
You have an appreciation of the broader requirements for the successful onboarding of clients and look to continuously work to improve the client experience.

Education & Preferred Qualifications:

Degree qualified with a financial or analytical discipline preferred.
Industry qualifications considered an advantage.
Prior experience in an operatitonal client implementation role.
Operations experience gained from an Investment Manager, Investment Bank, Prime Broker, Fund Administrator or custodian.
Product experience desirable: Bonds, Equities, FX, Futures, OTC Derivatives, Pooled / Mutual Funds.
Project management experience an advantage.

We offer:

Education Assistance benefit
Private Medical Insurance
Health Screening
Life Assurance
Pension plan
Flexible work arrangement
All employees and their household family members can access State Street's Employee Assistance Programme services, which includes guidance sessions to help you deal with issues such as stress, anxiety, depression, relationship issues, as well as a legaland financial guidance
Employees are able to take 2 volunteering days each year
Season ticket and Gym Loans

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them.

Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying.

If you like changeand innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysisand market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance.
And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long historyof developing innovative investment strategies to provi