- Development, ownership, and management of a controlled, efficient, and standardized Client Onboarding process for all SSGM clients and counterparties.
- Advance the current Operating Model through transformation initiatives to improve the process and develop higher-performing Client Onboarding teams.
- Responsible for the day to day operations and service levels of the Global Markets Onboarding Teams in India.
- Manage, lead, and develop a team of onboarding professionals.
- Managed multiple project initiatives designed to enhance workflow and reduce risk. Liaise with systems personnel, and key business stakeholders to identify and prioritize systems initiatives designed to improve Global Markets onboarding. Develop and maintain effective working relationships with key stakeholders across business lines to ensure effective contribution to project goals and objectives.
- Partner with CSS global counterparts to implement and maintain a standardized onboarding process for client and counterparty accounts.
- Proactively identify and incorporate best practices ensuring process consistency across onboarding teams ensuring global process standardization of onboarding tasks
- Collaborate with Client Program Office and other teams outside of GM to drive a best in class client onboarding processes
- Continuously identify and implement opportunities to improve service quality and operating efficiency, reduce unit costs, and mitigate relational risk
- Partner with the Business to analyze onboarding results to develop and implement process improvements designed to positively impact client experience
- Lead and be accountable for the various technology initiatives associated with client onboarding.
- Drive process for routine meetings with GM Business Heads and Managers to communicate results and issues
- Strong analytical and quantitative skills coupled with a strong track record of executing against goals
- Superior communication and organization skills supported by a strong customer service orientation and the ability to work in a global team environment
- Excellent writing, project management, data management, and reporting skills
- Ability to evaluate a detailed workflow process and work with business stakeholders to develop and improve processes, including prioritization and execution of initiatives
- Previous client management and project management experience
- Ability to manage multiple priorities with simultaneous deadlines
- Ability to demonstrate strong leadership skills across multiple teams
- Advanced degree or certification relevant to finance and business administration (master's degree a plus)
- 15+ years onboarding, operations, client management experience in the financial services industry and overall understanding of financial products, specifically Global Markets products.
-
Bpo Telesales Executive
8 hours ago
IPNX NIGERIA LIMITED Mumbai Central, Mumbai, Maharashtra, IndiaJob description · **Qualifications**: · To perform this job successfully, an individual must be able to perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities required. Reasonable accommodations are made to ena ...
-
Morgan Stanley Mumbai Central, India Full timeJob Description · MSFS Treasury Associate · MSFS – Treasury Associate · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients ...
-
Associate/Senior Associate
8 hours ago
Morgan Stanley Mumbai Central, India Full timeDescription · Department: Morgan Stanley Fund Services · Job Purpose · Morgan Stanley Fund Services is committed to providing the highest standard of services to the funds that we administer.Investor Services lies at the heart of this commitment. · The global Investor Services te ...
-
Tax TTT_Accounting knowledge_Senior
3 days ago
EY India. Mumbai Central, India OTHERAt EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...
-
Morgan Stanley Mumbai Central, India Full timeJob Description · Fixed Income Division: Business Control Unit - Client Risk Specialist · Division: Fixed Income (FID) · Job Title: Non-officer level - CSC · Location: Mumbai · Job Level: Manager/ Sr. Manager · Company Profile · Morgan Stanley is a leading global financial servic ...
-
State Street Mumbai Central, India Full timeWho we are looking for · Global Delivery is a critical part of the business operations at State Street. We have approximately 30,000 staff in locations around the world including our regional hubs in EMEA, APAC and North America and our global hubs in Hangzhou in China, Krakow an ...
-
Morgan Stanley Mumbai Central, India Full timeJob Description · Company Profile · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, gove ...
-
Tax-Senior Manager-BPS, Mumbai
1 day ago
Deloitte BPS Mumbai Central, India Full timeBusiness Process Solutions |Senior Manager · Your potential, is unleashed. · India's impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting-edge leaders, and organisations shapin ...
-
Tax Associate
1 day ago
Vialto Mumbai Central, India Full timeJob Title- Associate, Direct Tax · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stake ...
-
Associate
4 hours ago
Vialto Mumbai Central, India Full timeJob Title- Associate, Direct Tax · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stake ...
-
Associate
4 hours ago
Vialto Mumbai Central, India Full timeJob Description · Job Title- Associate, Direct Tax · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for ...
-
Associate or Senior Associate
4 hours ago
Vialto Mumbai Central, India Full timeJob Description · Additional Job Description · Job Title- Associate, Direct Tax · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This pre ...
-
Manager - Regulatory Reporting - Mumbai
4 hours ago
Morgan Stanley Mumbai Central, India Full timeJob Description · Job Function: Regulatory Reporting team · Department: Morgan Stanley Fund Services · Designation: Associate / Senior Associate · Description: · Morgan Stanley Fund Services (MSFS) provides fund administration services to the world's leading hedge funds. MSFS has ...
-
PE - FSCAT - Mumbai
4 hours ago
Morgan Stanley Mumbai Central, India Full timeDescription: · Morgan Stanley Fund Services is a wholly owned subsidiary of Morgan Stanley, administers over $500 billion of hedge fund assets. Using the firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration service ...
-
Specialist
1 day ago
Vialto Mumbai Central, India Full timeJob Description · Job Title- Tax Specialist · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our cli ...
-
Manager - Financial Reporting
6 days ago
Morgan Stanley Mumbai Central, India Full timeDescription · Morgan Stanley Fund Services ("MSFS") is a leading provider of third-party hedge fund services with offices in New York, London, Dublin, Hong Kong, Glasgow and Mumbai and has approx. 600 employees in India. · MSFS is a wholly owned subsidiary of Morgan Stanley. Th ...
-
Specialist (Direct Tax)
1 day ago
Vialto Mumbai Central, India Full timeJob Description · Job Title- Tax Specialist · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our cli ...
-
Specialist
1 week ago
Vialto Mumbai Central, India Full timeJob Description · Job Title- Tax Specialist · Company Description · Vialto Partners is a market leader in global mobility services. Our purpose is to 'Connect the world'. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our cli ...
-
Associate - Market Risk Analyst
8 hours ago
Morgan Stanley Mumbai Central, India Full timeJob Description · Department Profile · Morgan Stanley's Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform a ...
-
Associate- Client Entitlements
1 day ago
Morgan Stanley Mumbai Central, India Full timeJob Description · Division: FID BURM Job Title: FID ETRM - Entitlements · Location: Mumbai Job Level: Associate/Sr. Associate · Department Profile · The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products, and Distribution. Professionals in ...
Client Services - Mumbai Central, India - State Street
Description
Vice President, Client Onboarding
Who we are looking for
An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market's COO Organization is the operational infrastructure for Global Markets and consists of Client Service Solutions (CSS) and Operations and we are looking for a seasoned strong leader for our Onboarding team in India.
Your ability to take initiative, exercise independent thinking, juggle multiple tasks, set priorities, and meet aggressive deadlines will be key in this fast-paced environment. Your strong interpersonal and organizational skills, and interest in working in a professional and team-oriented environment, will contribute to your success.
What you will be responsible for
The CSS Onboarding Vice President will be responsible for managing the client onboarding teams across various products supporting all regions as well as various projects and initiatives that support or enhance onboarding. The role will work closely with the Client Relationship Managers, Trading and Operations teams to facilitate the onboarding process.
The role is also responsible for driving and executing a variety of technology initiatives and other projects designed to enhance the client onboarding process and client experience. The successful candidate will drive these strategic initiatives through the management of prioritization, development of requirements, and execution of project milestones and deliverable designed to reduce time to onboard our clients leading to shorter times to revenue and better client experience.
Additional requirements
Education & Preferred Qualifications
Work Location: Bengaluru
About State Street
What we do. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.
Work, Live, and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. 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.
State Street is an equal opportunity and affirmative action employer.
For further information, and to apply, please visit our website via the "Apply" button below.
