Client Onboarding and Conversion, Officer
At a glance
Mid-level Customer Success role at Statestreet. Hangzhou · full-time.
Pay not stated Customer Success salary
growthroles summary, based on the employer's posting.
What you'll do
- Carry out onboarding plans for accounting clients and help convert new relationships or expand existing ones
- Review conversion progress with clients and internal teams, then resolve processing gaps and discrepancies
- Document differences in processing methods and explain the changes to client and internal teams
- Coordinate with processing groups to meet client procedures and deadlines, while flagging project risks and possible fixes
- Look for ways to streamline operations and improve service delivery and technology use
What you bring
- You bring four to six years of related experience
- You have a bachelor’s degree or equivalent work experience focused on accounting, economics, finance, technical work or a related area
- You know MCH and eHorizon, particularly for accounting and complex investment servicing
- You understand complex fund structures and investment types
Who this fits
This role suits someone with mid-level experience who can handle accounting conversions and work across client and internal teams. It is based in Hangzhou, with collaboration across Hangzhou and Quincy teams.
From the employer
Proficiency Expectation & Education/Experience: Competent to Proficient with a Bachelor’s degree or equivalent work experience with a focus in Accounting, Economics, Finance, Technical or related field preferred. 4-6 years of related experience.
Competencies:
Leverage Talent - Actively commit to developing yourself and others to drive the competitive advantage achieved through a diverse, engaged and mobile workforce.
Fuel Innovation - Capitalize on new ideas to improve our operating model.
Problem Solving & Decision Making - Develop solutions and provide counsel to ensure effective decisions are reached by employing timely, rigorous and logical analysis
Manage Execution – Deliver flawless execution of work products through effective plans, clear priorities and developed process management methods to ensure all resources function at optimal levels
Functional Expertise - Maintain specialist knowledge and skills that are essential in performing a job effectively
Quality & Risk Management – Drive high quality outputs and ensure that organizational risks are managed through embedding effective controls
Exception Processing & Resolution - Engage in exception resolution process, proactively
Individual Accountabilities:
- Responsible for execution of onboarding plan and associated activities supporting accounting clients
- Supports conversion of new client relationships and expansion of existing relationships.
- Comprehensive and demonstrated knowledge of overall process and our operating model
- Experience with MCH and eHorizon, with a focus on accounting and complex investment servicing
- Background in complex fund structures and investment types
- Assess operational effectiveness and implement changes which streamline functions, and ensure optimal service environment and technology utilization
- Communicate with clients and internal stakeholders to assess overall conversion status, identify and work collectively to ensure processing follows best practices
- Quantify, document and articulate identified processing methodology differences. Ensure client and internal teams understand the nature of such methodology changes
- Work closely with internal stakeholders including COE and other processing teams to ensure client procedures and deadlines are met
- Provide technical expertise to research resolve discrepancies
- Ensure project management is updated, highlighting all potential risks with possible solutions in a timely manner
- Develop and foster a culture of collaboration within the team and across business lines
Shared Accountabilities:
- Work in conjunction with individuals on the team as well as other COE’s, outsource locations, Client Operations and other business units to ensure seamless accounting conversions.
- Work collaboratively with teams and management across the organization on accounting conversions and ad-hoc support requests.
- Work collaboratively to ensure effective cross training across the teams (Quincy/ Hangzhou) to support our goal of creating a global accounting conversion team.
About State Street
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.
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.
Discover more information on jobs at StateStreet.com/careers
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