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Globallink - Client Onboarding Specialist Co - op - Jan 2026

Coordinate client onboarding processes to ensure timely and accurate account setup
Boston
Entry Level
$41,600 – 65,000 USD / year
3 days ago
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

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Globallink Client Onboarding Specialist, Co-op

The Client Onboarding Function within Globallink is key to the success of the organization. This role acts as a valued partner to the Client Acquisitions, Product Sales, Contract Administration and Support Teams in the onboarding of Globallink clients, addressing inquiries and ensuring all elements of the onboarding process have been completed.

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

As Globallink Client Onboarding Specialist, Co-op you will:

  • Work with internal business partners to obtain relevant information for account onboarding.
  • Input relevant onboarding information into the onboarding tool and shepherd request through the onboarding lifecycle.
  • Maintain a repository for executed and or amended agreements.
  • Effectively manage and resolve onboarding queries and escalations.
  • Facilitate communication between internal teams to ensure timely onboarding of clients.
  • Work closely with operations, AML/KYC, legal, and risk, communicating specific client requests and aligning client requests with Globallink policies and requirements.
  • Communicate to Globallink Management, providing updates on specific client onboarding status, keeping them informed of any issues or developments.

These skills will help you succeed in this role:

  • Advanced Excel experience will be considered a strong plus.
  • Team player with flexibility and adaptability to change.
  • Strong problem solving and decision-making skills.
  • Strong verbal and written communications skills.
  • Takes ownership of issues and see them to resolution on behalf of clients.

BS/BA degree required in Finance, Accounting, Economics.

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.

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.

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.

Salary Range: $41,600 - $65,000 Annual

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Globallink - Client Onboarding Specialist Co - op - Jan 2026
Boston
$41,600 – 65,000 USD / year
Customer Success
About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.