Assistant Manager - Client Reporting Assistant Manager - Client Reporting …

State Street
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street
Assistant Manager - Client Reporting
Functional Title:
Global Markets Client Services - Portfolio Solutions Assistant Manager

General Description:
State Street's Global Markets division (SSGM) is looking for a very experienced candidate to join its Client Onboarding team in Bangalore, India. The candidate will be part of a client services support team focused on servicing Portfolio Solutions clients and Enhance Custody Client. Management experience in India, product and business knowledge, extensive work experience and the ability to expand his/her business knowledge quickly are essential as the assistant manager in Bangalore.

The SSGM Onboarding team will support the clients and accounts onboarding process. It will work closely with the North America onshore teams to (i) ensure that regulatory and internal underwriting requirements are met, (ii) manage onboarding time and (iii) continue to offer clients a high quality onboarding service.

The role will require full coverage during US hours of operation (8am to 5pm EST.)

Essential Duties and Responsibilities:
  • Oversee, direct and coordinate activities of the SSGM Onboarding team including:
  • KYC/AML data and document collection
  • Coordinating Account Setup
  • Coordinating Legal Agreement Schedules and Storage
  • Act as a key point of contact for the North America leads of the each of the seven teams to ensure appropriate prioritization, high level or support and timely resolution of open items,
  • Help monitor KPIs and KRIs to ensure a high level of service
  • Track and monitor potential onboarding issues and delays
  • Address unique and challenging onboarding situations
  • Evaluate and enhance processes and procedures on an ongoing basis
  • Help identify solutions for implementing client requirements associated with Global Markets products, systems and processes
  • Ensure accuracy of accounts set up in transaction systems and client static data
  • Maintain strong working relationships with the seven North America team leads
  • Participate in the enhancement and maintenance of internal systems for workflow management and data storage
  • Resolve and escalate request specific and systematic issues proactively and in a timely fashion
  • Manage staff turnover and employee onboarding/training time
  • Coordinate Internal and External Audit / SOX /Compliance reviews
  • Coordinate system access and access reviews
  • Work with the EMEA teams in Hyderabad to design a business continuity plan
    Knowledge/Experience/Skills Required:
  • 10+ years of relevant experience
  • KYC / AML Experience
  • Excellent communication skills in oral and written forms
  • Strong team player and good professional interaction with other team members and workgroups
  • Experience with managing collaborative processes and working across different departments
  • Strong problem solving skills and "can do" attitude
  • Strong organizational skills
  • Ability to identify and appropriately escalate issues and risks
  • Excellent attention to detail
  • Prior experience with managing a 10+ member teams in India
  • College degree in Business or related studies required