Operational Specialist
OperationalSpecialist-TeamLead
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“Operational Specialist - Team Lead at Operational Specialist. Skills: SME for onboarding SSGA clients on the billing application, addressing any setup issues, implementing appropriate process controls, interpreting contracts, communicating effectively with relationship managers, Handle onboarding activities, Develop a thorough understanding of the end-to-end Revenue Management Cycle, Take ownership of all activities and tasks within the group, Enhance team productivity, implementing strategic so”
Industry & Context.
addressing any setup issues; addressing complex setups; Demonstrate reading and analytical skills
What They're Looking For.
Must Have
Bachelor’s degree of commerce (or equivalent qualification), Strong domain knowledge of the Asset Management industry, operational experience in accounting, onboarding, invoicing, or other finance functions, Hands-on experience in client onboarding, exposure to IMA agreements and fee schedules, Excellent teamwork and collaboration skills, client focus, commitment to business delivery, Proficient in written and verbal communication, Ability to prioritize multiple responsibilities, meet both internal and external deadlines effectively
Nice to Have
Working knowledge of accounting principles, particularly revenue recognition
What You'll Do.
Serve as the SME for onboarding SSGA clients on the billing application
Address any setup issues
Implement appropriate process controls
Communicate effectively with relationship managers
Handle onboarding activities
including interpreting IMA agreements and fee schedules
and addressing complex setups while ensuring zero quality issues
Develop a thorough understanding of the end-to-end Revenue Management Cycle
including client account setup
and accounts receivable
Take ownership of all activities and tasks within the group
Enhance team productivity by implementing strategic solutions and guiding the team toward achieving organizational goals and objectives
Monitor client and stakeholder concerns and ensure timely resolution
Demonstrate reading and analytical skills
with the ability to review Investment Management Agreements
and accurately interpret fee schedules
How You'll Work.
Team & Collaboration
Enhance team productivity by implementing strategic solutions and guiding the team toward achieving organizational goals and objectives; Excellent teamwork and collaboration skills
Communication Scope
communicate effectively with relationship managers; Proficient in written and verbal communication
Full Job Description
Experience (Yrs.) 6 to 8 Job Description The Team lead will serve as the SME for onboarding SSGA clients on the billing application, addressing any setup issues and implementing appropriate process controls. The role requires to interpret contracts and communicate effectively with relationship managers Primary Job Duties and Responsibilities * **Handle onboarding activities** , including interpreting IMA agreements and fee schedules, and addressing complex setups while ensuring zero quality issues. * **Develop a thorough understanding of the end-to-end Revenue Management Cycle** , including client account setup, account maintenance, monthly accruals, true-ups, client invoicing, and accounts receivable. Take ownership of all activities and tasks within the group. * **Enhance team productivity** by implementing strategic solutions and guiding the team toward achieving organizational goals and objectives. * **Monitor client and stakeholder concerns** and ensure timely resolution. * **Demonstrate strong reading and analytical skills** , with the ability to review Investment Management Agreements, rebate letters, and accurately interpret fee schedules. Minimum Job Specifications * **Strong domain knowledge of the Asset Management industry** , with operational experience in accounting, onboarding, invoicing, or other finance functions. * **Hands-on experience in client onboarding** , including exposure to IMA agreements and fee schedules. * **Working knowledge of accounting principles** , particularly revenue recognition (added advantage). * **Excellent teamwork and collaboration skills** , with a strong client focus and commitment to business delivery. Proficient in written and verbal communication. * **Ability to prioritize multiple responsibilities** and meet both internal and external deadlines effectively. * **Bachelor’s degree of commerce****(or equivalent qualification)**. # **About State Street** Across the globe, institutional investors rely on us to help them ma
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