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Client Onboarding - Manager
Client Onboarding - Manager-November 2024
Hyderabad
Nov 24, 2024
ABOUT STATE STREET
State Street is a leading provider of financial services to institutional investors around the world.
10,000+ employees
Consulting, Financial Services
VIEW COMPANY PROFILE >>
About Client Onboarding - Manager

  Who we are looking for

  Global Market's COO Organization is the operational infrastructure for Global Markets and consists of Client Service Solutions (CSS) and Operations and we are looking for a seasoned strong leader for our Client Onboarding team in India.

  What you will be responsible for

  The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams, Relationship Managers, Trading, Legal, Credit and Operations teams to facilitate the onboarding process.

  Oversee and manage client onboarding team and serve as the initial point of escalationAct as a key point of contact for client management, Sales and other internal teams to ensure appropriate prioritization, high level of support and timely resolution of onboarding itemsMonitor KPIs and KRIs to ensure a high level of serviceAddress unique and challenging Onboarding situationsIdentify solutions for implementing Client requirements associated with Global Markets products, systems and processesEnsure that all the teams are meeting their respective SLAsMaintain strong working relationships with all key stakeholders both internal and external teamsResolve and escalate specific requests and systematic issues proactively and timelyProvide traings and improve knowledge levels and enhance team skillset to provide client service and supportCoordinate internal and external Audit/Compliance reviewsPerform periodic system access reviewsWork with the teams to design a business continuity planConduct monthly check-ins and performance discussions with all the team members on a regular basisResponsible for the day to day operations and service levels of the Global Markets Onboarding Teams in India.Assure funds/accounts have been accurately set up in all necessary systemsResolution of any onboarding issues and managing escalationsAdhering to established procedures and controls; monitors and resolves pending and aged onboarding itemsInteract with Sales, traders, internal teams, and counterparts regarding discrepancies if anyEnsure that your team meets the agreed SLA, KPI and KRI and evidence of the same documented every day.Demonstrate effective communication skills (written and verbal) - ensuring key stakeholders are regularly appraised on progress relative to milestonesUnderstand front to back onboarding process and contribute to any process improvement ideasEnsure that all staff adheres to the expected SSGM Code of Conduct.Demonstrates flexibility and effectiveness with changing environments, tasks, responsibilities & people.

  Education & Preferred Qualifications

  Advanced degree or certification relevant to finance and business administration (master's degree a plus)10 years in client onboarding, operations in the financial services industry and overall understanding of financial products, specifically Global Markets productPeople Management experience

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