Global Client Onboarding Manager

1 week ago

Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

About the Role


We are currently seeking a highly motivated and experienced Client Onboarding Officer to join our team at 1588 State Street Services Australia Pty Limited. The successful candidate will be responsible for managing the onboarding process for clients in Sydney.



Key Responsibilities



  • Proactive identification of client needs and potential issues, managing client expectations
  • Maintain strong working relationships with internal counterparts
  • Monitor external and internal client satisfaction
  • Drive issue resolution by handling issues directly and involving functional experts when needed
  • Review metrics with key internal stakeholders to drive process improvements and efficiency gains
  • Ensure global SSGM procedures are followed
  • Participate in the enhancement and maintenance of internal systems for workflow management and data storage
  • Participate in the establishment and maintenance of controls
  • Ensure the accuracy of client static data


Functional Responsibilities



  • Perform activities associated with client onboarding or modification events
  • Visit key clients to enhance working relationships and gain a better understanding of client needs
  • Develop a clear understanding of how client profiles and requirements intersect with transaction systems and internal processes
  • Participate in the implementation of solutions to meet client requirements
  • Gather requisite data and documents from internal or external sources, review and analyze data and documents to ensure accuracy, route requisite data and documents to appropriate stakeholders
  • Address ongoing client servicing and interaction needs
  • Track and monitor potential onboarding issues and delays
  • Ensure accuracy of accounts set up in transaction systems and client static data
  • Maintain strong working relationships and liaise with internal and external counterparts, including Clients, Front Office, Legal, Compliance, Middle Office, Operations, Technology, Project Management teams
  • Perform all tasks to ensure compliance with regulatory requirements
  • Tracking, monitoring, and resolving potential sources of onboarding issues and delays
  • Ability to multi-task


Requirements


To be successful in this role, you will have the following skills and experience:



  • Bachelor's degree in business, finance, or related field
  • 3+ years prior finance industry experience
  • Strong customer service skills
  • Strong organizational skills
  • Strong knowledge of financial markets and the regulatory environment
  • Project management experience would be a strong plus
  • Ability to multi-task, work under pressure
  • Excellent communication, interpersonal, and relationship skills
  • Ability to impart knowledge and share expertise effectively with staff members, clients, and colleagues


About State Street


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.



What We Offer


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



State Street is an Equal Opportunity and Affirmative Action Employer


We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.



Discover More at StateStreet.com/careers


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