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Client Administration Consultant, Assistant Vice President

State Street

State Street is a leading provider of financial services to institutional investors around the world.

Who we are looking for

The Client Administration Team plays an essential role in the overall success of the organization. Across the globe, IS Relationship Managers and Deal Leads rely on us to help them reduce billing risk and create capacity by being the process expert related to contract/fee schedules and billing set up requirements. As a Client Admin Consultant, you will partner with the Client Coverage Teams to support them with Fee Schedule Governance and Standardization, ensuring C3OP compliance and ECMS Completeness, and facilitating the GBO Intake process for assigned regions and segment. Success is measured in the following ways: re-engineering processes for more efficient and timely execution from fee negotiation through to billing, reducing risk for the company, and building capacity for the client facing teams. Key partners to this role include Relationship Managers, Product, Global Billing Operations, Legal, Client Service, Sales, and Business Risk Management.

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.

Why this role is important to us

You will be supporting 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 Admin Consultant, you will

  • Navigate new deals through the end to end process from Fee Schedule review through to generation of the first client invoice
  • Review fee schedule exception requests and prepare necessary documentation for Non Standard Fee Schedule Approvals
  • Source requirements for Billing Intake form and work with RMs, CS and GBO on billing set up
  • Facilitate the loading of new and amended contracts into ECMS within 30 days of execution.
  • Drive consistency and standardization
  • Partner with key internal stakeholders to ensure continuous improvement of process redesign

What we value

These skills will help you succeed in this role:

  • Demonstrate ability to deliver outcomes in a fast paced, challenging environment
  • Strong track record of connecting the dots to inform a larger strategy while maintain an execution oriented mindset
  • Outstanding critical thinking and analytical skills with ability to operate strategically and build effective partnerships across multiple stakeholder groups
  • Aptitude in decision-making and problem-solving
  • Strong communication skills and adaptability to cultural communication styles

Education & Preferred Qualifications

  • BS/BA in accounting, finance or economics related area
  • 5+ Years in working in Financial Services
  • Prior Client Contracting or Billing Experience
  • Possess personal qualities of integrity, credibility and commitment to company

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Client Administration Consultant, Assistant Vice President

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Contact us

State Street

State Street is a leading provider of financial services to institutional investors around the world.

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