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Senior associate role in Client Administration – due diligence, managing onboarding, data governance, and cross‑functional coordination.
Join State Street in Mumbai and help shape investment servicing with CLM expertise.
Client Administration – Due Diligence - Senior Associate
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 follow-ups to support onboarding readiness.
- Provide management reporting on cycle times, SLA adherence, and risk themes; recommend improvements to reduce rework and billing risk.
- Process improvement initiative to bring in structured format or governance in team’s progress.
Requirements
- Degree in Marketing, Finance, Business Administration or a numerate discipline preferred
- 4 - 5 years of relevant experience, including B2B or B2C Customer Experience, Marketing, Transformation or market research functions (either in-house or agency)
- Experience in market research techniques (either quantitative or qualitative) and data analytics preferred but not mandatory
- Strong organizational, presentation and time management skills
- Excellent written and spoken English – additional languages welcome
- Pro‑active, detail oriented and a team player
- Proficiency with PowerPoint, Excel, Word and Office
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
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.
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