{bc}
Apply
indeed

Client Implementation & Transitions Coordinator, Officer

State Street
London, GBR
Full-time
Onsite
Discovered 3 weeks ago
Client onboardingClient transitionsProject coordinationStakeholder managementInvestment productsInvestment markets

Full Job Posting

Role overview

Plans and coordinates the implementation of new business and client change activities, serving as a key contact for stakeholders.

Supports onboarding, restructures, portfolio transitions, in-specie events, market openings and account closures.

The role can be performed in a hybrid model balancing work from home and office.

What you will be responsible for

  • Coordinate end-to-end client onboarding, transition and change events, ensuring deliverables meet agreed timelines.
  • Manage concurrent projects and coordinate internal and external stakeholders throughout implementation.
  • Coordinate custodian and administrator setup arrangements and complete market-opening and trading documentation.
  • Coordinate transaction processing, including in-kind trade booking and exception resolution.
  • Facilitate operational readiness across front-, middle- and back-office teams.
  • Work with Contracting and KYC/AML teams to complete legal administration on time.
  • Maintain accurate client and portfolio reference data and static-data setup.
  • Complete event checklists and schedules in accordance with procedures.
  • Deliver client support before, during and after events; chair preparation and follow-up meetings.
  • Investigate and resolve queries and challenge perceived risks and process gaps.

What the employer values

  • Strong analytical and problem-solving capabilities, organisation, administrative skills and attention to detail.
  • Client-focused approach, confident communication and ability to manage multiple priorities and adapt to change.
  • Understanding of investment markets and securities settlement, particularly free-of-payment trades.
  • Experience in asset management, custody, fund administration, investment operations, implementation, onboarding or transition management.
  • Demonstrated ability to coordinate projects, events or operational initiatives involving multiple stakeholders.
  • A degree, preferably in Finance, Economics, Business or a related discipline, is preferred.
  • IMC, CISI or equivalent industry qualifications are advantageous.
  • Appreciation of asset transition or in-specie mechanics is helpful but not required.

About the team

The Client Implementation & Transitions team delivers new business mandates and client change events so assets can be invested and serviced from day one.

The team works across products, markets and client types within State Street Investment Management.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at State Street

Marketing Associate

Burlington, USA

Discovered TodayFull-time

Staff Perimeter Defense Engineer

Boston, USA

Discovered TodayFull-time

Markets Intelligence Strategic Initiatives Senior Business Strategy Analyst, Officer

London, GBR

Discovered TodayFull-time

Enterprise Risk Audit Lead, Vice President

Toronto, CAN

Discovered YesterdayFull-time

Global Realty Services Governance, Risk and Technology Analyst, Officer

Edinburgh, GBR

Discovered YesterdayFull-time

Quality Assurance Automation Engineer - Officer

Quincy, USA

Discovered YesterdayFull-time

Private Credit, Fund Accounting & Administration, Senior Associate

Kansas City, USA

Discovered YesterdayFull-time

Private Credit, Fund Accounting & Administration, Officer

Kansas City, USA

Discovered YesterdayFull-time