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About the Role

As a Client Implementation & Transitions Coordinator, you will be responsible for the planning, coordination, and efficient implementation of new business and change activities. You will serve as the key contact for internal and external stakeholders, taking ownership of client change events and ensuring successful implementation through a high level of detail. This role allows for a hybrid work model, balancing remote and office work.

Responsibilities

Coordinate the end-to-end implementation of client onboarding, transition, and change events, ensuring timely completion of all deliverables.
Manage multiple implementation projects concurrently, effectively prioritizing activities while maintaining high standards of quality and control.
Serve as the primary point of coordination for internal and external stakeholders throughout the implementation lifecycle.
Facilitate all interactions with Custodians and Administrators regarding 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 to ensure successful event delivery.
Collaborate closely with Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes.
Ensure accurate static data setup on internal systems and maintain client and portfolio reference data.
Update and complete checklists and event scheduling applications for all events, ensuring adherence to procedures for 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, challenging existing processes where perceived risks and gaps exist.

Requirements

Demonstrated ability to coordinate projects, events, or operational initiatives involving multiple stakeholders.
Experience working with institutional investment products and operational processes.
Experience of client onboarding, account opening, market set-up, custody operations, or portfolio transitions would be advantageous.

Skills

Strong analytical and problem-solving capabilities.
Organized with strong administrative skills and a high level of attention to detail.
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.
Appreciation of asset transition/inspecie mechanics helpful but not required.
Appreciation of the broader requirements for successful client onboarding and a drive to continuously improve the client experience.

Location

Hybrid

Work Type

Hybrid

Experience Level

Experience within asset management, custody, fund administration, investment operations, implementation, onboarding or transition management.

Education Level

Degree qualified, preferably in Finance, Economics, Business or a related discipline.
Relevant industry qualifications (IMC, CISI or equivalent) are advantageous.

Benefits

Education Assistance benefit
Private Medical Insurance
Health Screening
Life Assurance
Pension plan
Flexible work arrangement
State Street’s Employee Assistance Programme services (guidance sessions for stress, anxiety, depression, relationship issues, legal and financial guidance)
2 volunteering days each year
Season ticket and Gym Loans

About the Company

State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades.
With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions.
As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance.
As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
We have become one of the world’s largest asset managers with trillions of dollars under our care.
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.
We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
We make all efforts to create a great work environment.
Our benefits packages are competitive and comprehensive.
You’ll have access to Flexible Work Programs to help you match your needs.
Our wealth of development programs and educational support will help you reach your full potential.
We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Join us in shaping the future.

Equal Opportunity

State Street is an equal opportunity and affirmative action employer.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.