Client Service Change Management, Officer

at  State Street Corporation

Luxembourg, Canton Luxembourg, Luxembourg -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate02 Feb, 2025Not Specified03 Nov, 2024N/AOutlook,Computer Skills,Economics,English,Finance,ExcelNoNo
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Description:

WHO WE ARE LOOKING FOR

A Change Management expert to join our Change Team that consists of approx. 20 individuals servicing over 100 Clients and 1.5TL of assets. As change management expert you will be responsible for assisting the onboarding of new business for existing and new clients. Our team focuses on initiating new fund launches into our platform, using a rigorous project management process to integrate new business. The Change Management expert will work with the Client to identify the fund complexity, service partners and investor-related activities, and their interdependencies. You will be working hand in hand with the Client to develop a fully integrated fund launch project plan, which will lay out detailed steps and requirements for all key stakeholders. Specific planning and fund launch activities for the implementation will incorporate all legal, technology and operation workflows.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

EDUCATION & PREFERRED QUALIFICATIONS

  • University Degree in Finance, Economics, Business Administration, Accounting or Science related subject
  • Excellent knowledge of the fund administration servicing business (custody, fund accounting and Transfer Agency functions at a minimum)
  • Knowledge of the Luxembourg fund administration process, incl NAV valuation process and key custody topics would be an asset but not essential
  • Advanced computer skills (Excel, Word, Power Point and Outlook)

ARE YOU THE RIGHT CANDIDATE? YES!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

Responsibilities:

WHY THIS ROLE IS IMPORTANT TO US

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

WHAT YOU WILL BE RESPONSIBLE FOR

As Client Service Change Management Officer you will

  • Track and coordination of fund lifecycle events (fund launches, class launches, mergers, etc)
  • Be an active team member with hands-on approach on different tasks during the development of the project
  • Build constructive working relationships with various internal and external stakeholders
  • Participate in regular client facing meetings and ensuring up to date and accurate information is exchanged
  • Execute key controls to ensure smooth and accurate execution of fund lifecycle events in line with various Service Level Agreements
  • Participate in Change Requests to meet new business / customer requirements
  • Reconciliate of data to ensure accuracy levels are attained at 100% target
  • Be the primary day to day relationship contact for your allocated clients.
  • Monitoring of communication with aim to turnaround all queries within 24 hours
  • Daily and monthly reporting. Key monthly KPIs to be tracked for both internal and external consumption

These skills will help you succeed in this role:

  • Experienced in working to deadlines and to a high level of accuracy and detail
  • Proficiency in English; any additional European Language is preferred
  • Excellent organizational and communicational skills
  • Team oriented and enthusiastic with a positive can do attitude
  • Ability to learn quickly and work autonomously
  • A thorough and methodical approach to problem solvin


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Finance economics business administration accounting or science related subject

Proficient

1

Luxembourg, Luxembourg