300 - Client Implementation & Service, SrAssc

Who we are looking for:

Looking for professional who understand and manages the processes related to account openings for new clients, establishes accounts in State street systems for clients,

Why this role is important to us:

The team you will be joining is a part of State Street Corporation, deals directly with State street Client's to process Account in various Systems. The client onboarding  team monitor the progress of the account openings and actively communicate with relationship Managers to ensure that the account opening process is completed in a timely manner.

What you will be responsible for:

• Completes/submits daily work as requested throughout the day.  Maintains appropriate records of daily and monthly activities.

• Support the research and resolution process for exceptions, reconciliations, incorrect transactions and inquiries.

• Independently researches/resolves while keeping Senior Associate informed and seeks assistance, when needed, in a timely manner.

• Escalate unresolved issues to management as required.

• Ability to perform tasks effectively to strict deadlines and Must have skills in reporting/work allocation and other metrics data

• Teamwork and collaboration skills: ability to work effectively with others to enhance team efficiency and quality outcomes

• Compiles and submits necessary documentation to assist with responding to all client requests in a timely, thorough, and professional manner.

• Creates and fosters effective working relationships with internal clients, including Centers of Excellence, Shared Services Business Units and other users.

• Work in conjunction with individuals on the team as well as other Client Service teams, Shared Services/COEs, outsource partners, other business units and external clients as needed to ensure seamless processing according to the fund's policies, to ensure that all Services Level Agreements are met.

• Ensure all deliverables which are going out of the firm are thoroughly reviewed Participate / Facilitate / execute functionalization efforts

•  Ability to recognize and prioritize issues through daily updates, ensuring work is completed within established timeframes

•  Working closely with internal teams during the onboarding process confirming requirements and addressing their inquiries.

What we value:

These skills will help you succeed in this role:

• Strong communication, interpersonal, organizational, and time management skills

• Ability to analyze Client's Documents with Local Sub-custodian

• Excellent communication, organization, interpersonal planning, and analytical skills

• Deadline and detail oriented

• Excellent communications skills with confidence to interact with multiple levels of management.

• Desire and ability to provide superior customer service to both internal and external customers.

Education & Preferred Qualifications:

• A college degree (Bachelors' degree or equivalent).

• Excellent communications skills with confidence to interact with multiple levels of management.

• 3 -5 years' experience within the Financial Services industry preferably with Account Opening exposure

Secondary Skills (Good to Have)

• Microsoft Excel Knowledge

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

Read our CEO Statement