Client Implementation & Transitions Coordinator, Officer

As a Client Implementation & Transitions Coordinator, you will be responsible for the planning, coordination and efficient implementation of new business and change activities. As the key contact point for both internal and external stakeholders, you will take ownership of client change events and be expected to understand them to a high level of detail to ensure successful implementation. This role can be performed in a hybrid model, where you can balance work from home and office.

You will develop a broad understanding of investment products, operational workflows and client servicing requirements while managing multiple concurrent projects in a fast-paced environment. Success in this role requires strong organisational skills, attention to detail, proactive stakeholder management and a commitment to delivering an exceptional client experience.

The Client Implementation & Transitions team is responsible for managing the operational delivery of new business mandates and client change events, ensuring assets can be invested and serviced successfully from day one. The team works across a broad range of products, markets and client types, supporting onboarding, restructures, portfolio transitions, in-specie events, market openings and account closures.

As Client Implementation Coordinator you will:

• Coordinate the end-to-end implementation of client onboarding, transition and change events, ensuring all deliverables are completed within agreed timelines.
• Manage multiple implementation projects simultaneously, prioritising activities effectively while maintaining high standards of quality and control.
• Act as the primary point of coordination for internal and external stakeholders throughout the implementation lifecycle.
• Facilitate all interactions with Custodians and Administrators with regards to set up arrangements.
• Complete market opening and trading documentation.
• Coordinate transaction processing including in-kind trade booking and resolution of exceptions.
• Facilitate operational readiness across front, middle and back-office teams to ensure successful event delivery.
• Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes.
• Ensure accurate static data set up on internal systems; maintain client and portfolio reference data.
• Update and complete checklists and event scheduling application for all events, ensuring adherence to procedures, to facilitate risk free event support.
• Deliver an exceptional client experience, before, during and after events.
• Chair meetings with internal teams in preparation for, during, and post event.
• Provide timely, effective and accurate query investigation and resolution.
• Continuously focus on risk excellence and risk mitigation. Challenge existing processes where perceived risks and gaps exist.

These skills will help you succeed in this role:

• Strong analytical and problem-solving capabilities.
• Organised with strong administrative skills and a high level of attention to detail.
• A client-focused mindset with a passion for delivering exceptional service.
• Articulate and able to communicate confidently at all levels.
• Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused environment.
• Understanding of investment markets and the settlement of securities, particularly free-of-payment trades.
• An appreciation of asset transition/inspecie mechanics helpful but not required.
• You have an appreciation of the broader requirements for the successful on-boarding of clients and look to continuously work to improve the client experience.

Education & Preferred Qualifications:

• Degree qualified, preferably in Finance, Economics, Business or a related discipline.
• Relevant industry qualifications (IMC, CISI or equivalent) are advantageous.
• Experience within asset management, custody, fund administration, investment operations, implementation, onboarding or transition management.
• Demonstrated ability to coordinate projects, events or operational initiatives involving multiple stakeholders.
• Experience working with institutional investment products and operational processes.
• Knowledge of one or more asset classes including Equities, Fixed Income, FX, Futures, OTC Derivatives and Pooled Funds.
• Experience of client onboarding, account opening, market set-up, custody operations or portfolio transitions would be advantageous.

We offer:

• Education Assistance benefit
• Private Medical Insurance
• Health Screening
• Life Assurance
• Pension plan
• Flexible work arrangement
• All employees and their household family members can access State Street’s Employee Assistance Programme services, which includes guidance sessions to help you deal with issues such as stress, anxiety, depression, relationship issues, as well as legal and financial guidance.
• Employees are able to take 2 volunteering days each year.
• Season ticket and Gym Loans.

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future.