Globallink Client Implementation & Service, Officer - Markets

State Street • Boston, MA

1d • $60,000 - $101,250 • Onsite

About The Position

The Client Onboarding Function within Globallink is key to the success of the organization. This role acts as a valued partner to the Client Acquisitions, Product Sales, Contract Administration and Support Teams in the onboarding of GlobalLink clients, addressing inquiries and ensuring all elements of the onboarding process have been completed in an accurate and timely manner. The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

• Advanced Excel experience (e.g., pivot tables, data modeling, VBA) strongly preferred
• Exposure to data analysis, statistical modeling, or data visualization tools (e.g., Python, R, SQL, Tableau, Power BI)
• Ability to interpret datasets and translate insights into actionable process improvements
• Team player with flexibility and adaptability to change
• Strong problem-solving and analytical thinking skills
• Strong verbal and written communication skills, including the ability to communicate data insights to non-technical stakeholders
• Takes ownership of issues and sees them through to resolution
• Intellectual curiosity and interest in leveraging data to improve operational performance and client experience
• BS/BA degree required (preferred majors: Finance, Economics, Business Analytics, Data Science, Computer Science, Engineering, or related fields)
• 0–3+ years’ experience in operations, finance, compliance, business risk, or analytics within financial services
• Demonstrated experience working with data sets, reporting, or process analysis (academic or professional)
• Superior communication and organizational skills, supported by a strong customer service orientation and the ability to work in a global team environment
• Ability to evaluate detailed workflow processes and partner with stakeholders to develop data-driven improvements
• Strong project management, data management, and reporting capabilities
• Ability to manage multiple priorities with simultaneous deadlines
• Conduct business in an ethical manner while displaying personal and corporate integrity

Nice To Haves

• Recent graduates with relevant internships, coursework, or projects in data science, analytics, or financial technology are encouraged to apply
• Familiarity with GlobalLink technology and infrastructure, especially GL Payments, is a plus
• Experience or exposure to data manipulation, data quality management, or workflow automation is highly desirable

Responsibilities

• Assist in the development, documentation, and management of a controlled, efficient, and standardized Client Platform Onboarding process for GlobalLink
• Advance the current Operating Model through transformation initiatives to improve processes and develop higher-performing Client Onboarding teams
• Support data-driven decision making by analyzing onboarding metrics, workflow performance, and key risk indicators to identify trends and improvement opportunities
• Responsible for the day-to-day platform onboarding operations
• Participate in multiple project initiatives designed to enhance workflow, leverage automation, and reduce operational risk
• Liaise with systems personnel and key business stakeholders to identify and prioritize technology and data analytics initiatives designed to improve GlobalLink Platform onboarding
• Develop and maintain effective working relationships with stakeholders across business lines to ensure effective contribution to project goals and objectives
• Partner with global counterparts to implement and maintain a standardized platform onboarding process
• Proactively identify and incorporate best practices, including use of data visualization and reporting tools, ensuring process consistency across onboarding teams
• Continuously identify and implement opportunities to improve service quality, operating efficiency, and mitigate risk using quantitative insights and analytics
• Contribute to the development of dashboard reporting, KPIs, and operational analytics to support management oversight
• Be accountable for the various technology initiatives associated with client onboarding

Benefits

• 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)
• eligibility for certain tax advantaged savings plans
• inclusive development opportunities
• flexible work-life support
• paid volunteer days
• vibrant employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level