Client Implementation

Who we are looking for

This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Officer is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery, contract and SLA documentation and execution, change management, and key performance reporting.

What you will be responsible for

• Participate in Virtual Team meetings and work upon various Management materials for the client service unit.

• Prepare Reports related to various asks from Client Service Management.

• Produce robust, accurate reporting to provide Client Service Management

• Implement and maintain data quality checks for various client service project materials

• Monitor progress to ensure projects stay on track and escalate issues timely

• Track risk items for business unit and perform Risk and Control Assessment to ensure appropriate action is initiated and executed to minimize risk events

• Promote a collaborative cross-business and jurisdiction environment that fosters change and innovation.

• Assists with compliance reviews, controls, and audits as appropriate.

• Proactive identification of client needs and potential internal issues impacting client satisfaction.

• Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines

• Liaise with internal operations team, shared service teams and other business units as required to escalate and resolve client's service/ operational issue.

• Create backup and ensure Mandatory trainings are completed within timeline.

• Raise hands in case of any issues, alerts and a team player.

• Plan leaves in advance so that backup's can pick activity seamlessly.

What we value

These skills will help you succeed in this role

• Strong verbal and written communication skills.

• Strong analytical skills.

• Ability to perform effectively within strict client deadlines.

• Attention to detail

• Team player attitude

• Ability to work on own initiative.

Education & Preferred Qualifications

• 5+ years' experience in Financial services is must.

• Knowledge of Custody and accounting products and life cycle of trade

• Attention to details

• Bachelor's Degree in Finance, Accountancy or Business-related degree.

• Former Client service experience would be an advantage.

• MBA accreditation would be an advantage.

• Very good working knowledge of Excel.

• Excellent English skills.

• Should have managed team of 10+ staff and experienced people manager.

• Willing to work in US shift

Secondary Skills (Good to Have)

• Advance MS Office – SharePoint, Excel - proficient, PowerPoint

• VBA Skills, Tableau and Power BI

• Analytical skills

• Analytical Skills

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

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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