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. Why this role is important to us 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

  • Team player with flexibility and adaptability to change.
  • Strong problem solving and decision-making skills.
  • Strong verbal and written communications skills.
  • Takes ownership of issues and see them to resolution on behalf of clients.
  • BS/BA degree required.
  • Related experience, preferably in financial services industry.

Nice To Haves

  • Advanced Excel experience will be considered a strong plus.

Responsibilities

  • Work with internal business partners to obtain relevant information for account onboarding.
  • Input relevant onboarding information into the onboarding tool and shepherd request through the onboarding lifecycle.
  • Maintain a repository for executed and or amended agreements.
  • Effectively manage and resolve onboarding queries and escalations.
  • Facilitate communication between internal teams to ensure timely onboarding of clients.
  • Work closely with operations, AML/KYC, legal, and risk, communicating specific client requests and aligning client requests with Globallink policies and requirements.
  • Communicate to GLoballink Management, providing updates on specific client onboarding status, keeping them informed of any issues or developments.

Benefits

  • 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.
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