Client Administration – Due Diligence - Senior Associate

State Street — Bangalore, India

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

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