State Street
Financial Services
ClientAdministration–DueDiligence-SeniorAssociate
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“Client Administration – Due Diligence - Senior Associate at State Street. Skills: Due diligence governance, Client onboarding, Data validation, Process improvement. Oversight and administration of the upfront set up activities of our deals in CLM. Ensuring all the necessary data is being compiled into the system so deals are able to move through the workflow”
What You'll Achieve.
Ensure the firm remains a market leader across investment servicing, markets and financing, and investment management; Support seamless client onboarding; Reduce rework and billing risk
Industry & Context.
Analytical mindset; Recommend improvements to reduce rework and billing risk
What They're Looking For.
Must Have
4 - 5 years of relevant experience
Nice to Have
Degree in Marketing, Finance, Business Administration or a numerate discipline, Experience in market research techniques (either quantitative or qualitative) and data analytics
What You'll Do.
Oversight and administration of the upfront set up activities of our deals in CLM
Ensuring all the necessary data is being compiled into the system so deals are able to move through the workflow
Lead the GBO set up process through CLM
Due diligence governance for new revenue onboarding
Partner with Client Service & Relationship Managers to validate fee schedules and translate requirements for billing setup in downstream platforms
Own escalation reporting
Coordinate cross-functional readiness across Relationship Management
Global Billing Operations
Business Risk Management
and Lifecycle Consultants
Partner with Global Billing Operations teams to proactively address critical issues
driving efficient resolution and supporting seamless client onboarding
Validate GEMS IDs / master data and partner with MDM for creation
Coordinate AML/KYC follow-ups to support onboarding readiness
Provide management reporting on cycle times
Recommend improvements to reduce rework and billing risk
Process improvement initiative to bring in structured format or governance in team’s progress
How You'll Work.
Team & Collaboration
Partner with Client Service & Relationship Managers; Coordinate cross-functional readiness across Relationship Management, Product, Global Billing Operations, Legal, Client Service, Sales, Business Risk Management, and Lifecycle Consultants; Partner with Global Billing Operations teams; Partner with MDM
Communication Scope
Excellent written and spoken English
Process & Methodology
Manage intake submissions, Track deliverables, Drive timely closure with accountable owners
Full Job Description
**Reporting line – Assistant Vice President, Client Administration** _As part of the newly constructed IS Client Administration and Controls infrastructure,_ This team helps the company develop a deeper relationship with its clients, influence the organization’s strategy and ensure the firm remains a market leader across investment servicing, markets and financing, and investment management. will be responsible for the oversight and administration of the upfront set up activities of our deals in CLM as well as ensuring all the necessary data is being compiled into the system so deals are able to move through the workflow. _– data management_ We are looking for a Senior Associate to join State Street’s Client Administration team. This position will be based in Bangalore, India. The successful candidate will work with Client Admin team members to lead the GBO set up process through CLM. A proactive team player with a can-do attitude, an analytical mindset and an ability to influence stakeholders in service of client outcomes will be ideal for this role. **The role will include the following** • Due diligence governance for new revenue onboarding: manage intake submissions, track deliverables, and setup completions for revenue generation. • Partner with Client Service & Relationship Managers to validate fee schedules and translate requirements for billing setup in downstream platforms. • Own escalation reporting: surface risks/blockers, document action plans, and drive timely closure with accountable owners. • Coordinate cross-functional readiness across Relationship Management, Product, Global Billing Operations, Legal, Client Service, Sales, Business Risk Management, and Lifecycle Consultants. • Partner with Global Billing Operations teams to proactively address critical issues, driving efficient resolution and supporting seamless client onboarding. • Validate GEMS IDs / master data and partner with MDM for creation, remediation, and data clean-up; coordinate AML/KYC
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