Client Onboarding and Conversion, Officer

What you will be responsible for

As a Core Operations Officer, you will Execute of onboarding plan and associated activities supporting accounting, custody and insurance clients

• Coordinate client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, interfund transfers and in-kind transfers with internal teams and external stakeholders
• Ensure accurate and timely settlement of securities transfers across global markets
• Liaise with counterparties and other financial institutions to facilitate transfers
• Adhere to regulatory standards during the conversion process
• Support new client relationships and expansion of existing relationships
• Communicate with clients and internal stakeholders to assess overall conversion status, identify and work collectively to ensure processing follows best practices
• Monitor potential risks associated with asset movements and conversions
• Act as a point of contact for addressing inquiries related to assets transfers and custody settlements
• Ensure project management is updated, highlighting all potential risks with possible solutions in a timely manner
• Develop and foster a culture of collaboration within the team and across business lines
• Work in partnership with teams and management across the organization on conversions and ad-hoc support requests

What we value

These skills will help you succeed in this role

• Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, Recon and Core State Street business offerings
• Previous experience in a client service and/or accounting role preferred
• Strong knowledge of global custody operations, settlement processes and asset servicing
• Proven strong communication, interpersonal, decision-making and negotiation skills
• Organized with the ability to multi-task in a fast-paced environment

Education & Preferred Qualifications

• Minimum Bachelor's degree or equivalent with a focus in Accounting, Economics, Finance, Technical or related field preferred
• Minimum 4+ years financial services experience
• Proficient in Microsoft Office Word, PowerPoint and Excel
• Experience with ePAM Insurance a plus

Additional requirements Candidate is expected to follow State Street corporate policies regarding return to office (RTO).

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.