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VP

Client Onboarding, Assistant Vice President

State Street Corporation·Posted 1 month ago

Location

All India

Experience

12–16 years

Required Skills

Client OnboardingLeadershipClient ServiceOperationsRelationship ManagementTradingLegalCreditRegulatory ProjectsRisk ManagementCommunication SkillsProcess ImprovementTeam ManagementFinancial ProductsRisk MitigationProblem SolvingCustomer ServiceExpense ReductionStrategic ThinkingChange ManagementTechnology InitiativesClient ExperienceFinancial Services IndustryDecision MakingGlobal Team Environment

About the Role

As a seasoned strong leader for the Client Onboarding team in India at State Street Markets, your role involves managing the client onboarding teams across various products supporting all regions in Hyderabad/Bangalore/Mumbai, India. You will lead various projects and initiatives to enhance the onboarding process by closely working with the Client Onboarding teams, Relationship Managers, Trading, Legal, Credit, and Operations teams. Your responsibilities include:

  • • Managing, leading, and developing a team of onboarding professionals

  • • Ensuring accurate setup of funds/accounts in all necessary systems

  • • Resolving onboarding issues and managing escalations

  • • Adhering to established procedures and controls, monitoring and resolving pending and aged onboarding items

  • • Interacting with Sales, traders, internal teams, and counterparts regarding discrepancies

  • • Ensuring team meets agreed SLA, KPI, and KRI with documented evidence

  • • Assisting with inquiries pertaining to onboarding, coordinating responses to Clients and internal teams

  • • Ensuring timely resolution of client onboarding issues and informing senior management of potential risks

  • • Identifying and analyzing operations risks related to the current process and recommending procedural changes/improvements

  • • Demonstrating effective communication skills and risk management skills

  • • Managing multiple project initiatives and collaborating across globally on key initiatives

  • • Developing and maintaining effective working relationships with key stakeholders

  • • Leading various technology initiatives associated with client onboarding

  • • Driving process improvement ideas and enhancing workflow efficiency

  • • Conducting regular meetings with Business Heads and Managers to communicate results and issues
  • To succeed in this role, you should possess the following skills:

  • • Demonstrating 'Risk Excellence' culture in behavior and nurturing the same within the team

  • • Establishing a culture of collective ownership and accountability

  • • Communicating effectively with team members from diverse backgrounds

  • • Demonstrating flexibility and effectiveness in changing environments

  • • Facilitating continuous development of individual and organizational competencies

  • • Monitoring workflow queues/day to day workload to avoid potential issues and delays

  • • Driving opportunities to work across groups in support of client needs

  • • Understanding and assessing internal control environment for improvement
  • Required Competencies:

  • • Working as a team player in a global team environment

  • • Demonstrating high standards for customer service and proactive management

  • • Strong risk mitigation, problem-solving, and decision-making skills

  • • Experience in managing teams in multiple regions

  • • Strategic mindset and ability to resolve complex problems
  • Education & Preferred Qualifications:

  • • Advanced degree or certification relevant to finance and business administration

  • • 12+ years of experience in client onboarding and operations in the financial services industry
  • If you are up for the challenge of making your mark in the capital markets industry, join State Street and contribute to our innovative platforms and solutions that drive business success. As a seasoned strong leader for the Client Onboarding team in India at State Street Markets, your role involves managing the client onboarding teams across various products supporting all regions in Hyderabad/Bangalore/Mumbai, India. You will lead various projects and initiatives to enhance the onboarding process by closely working with the Client Onboarding teams, Relationship Managers, Trading, Legal, Credit, and Operations teams. Your responsibilities include:

  • • Managing, leading, and developing a team of onboarding professionals

  • • Ensuring accurate setup of funds/accounts in all necessary systems

  • • Resolving onboarding issues and managing escalations

  • • Adhering to established procedures and controls, monitoring and resolving pending and aged onboarding items

  • • Interacting with Sales, traders, internal teams, and counterparts regarding discrepancies

  • • Ensuring team meets agreed SLA, KPI, and KRI with documented evidence

  • • Assisting with inquiries pertaining to onboarding, coordinating responses to Clients and internal teams

  • • Ensuring timely resolution of client onboarding issues and informing senior management of potential risks

  • • Identifying and analyzing operations risks related to the current process and recommending procedural changes/improvements

  • • Demonstrating effective communication skills and risk management skills

  • • Managing multiple project initiatives and collaborating across globally on key initiatives

  • • Developing and maintaining effective working relationships with key stakeholders

  • • Leading various technology initiatives associated with client onboarding

  • • Driving process improvement ideas and enhancing workflow efficiency

  • • Conducting regular meetings with Business Heads and Managers to communicate results and issues
  • To succeed in this role, y

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