Global Billing Operations - Client Set-up - Team Lead

State Street UK

United Kingdom
Fee schedule interpretation and set-up
Global billing operations
Process controls and governance
The Client Set-up Lead will be responsible for all aspects of the fee schedule process including overseeing the client and fee schedule set up and review for State Street global businesses

Job Summary

  • The Client Set-up Lead will be responsible for all aspects of the fee schedule process including overseeing the client and fee schedule set up and review for State Street global businesses.
  • This role will manage a team and provide subject matter expertise in fee schedule interpretation, set-up, and review, while also driving process improvements and automation.
  • The ideal candidate will have 6-10 years of experience in a global billing function at a large financial services institution with a strong control environment.

Matching Summary

The Client Set-up Lead will be responsible for all aspects of the fee schedule process including overseeing the client and fee schedule set up and review for State Street global businesses.

Skills & Requirements

Must-have

  • fee schedule interpretation and set-up
  • global billing operations
  • process controls and governance
  • team management and development
  • advanced Excel proficiency

Nice-to-have

  • owner's mindset and independence
  • agile work process development
  • subject matter expertise in billing

Key Requirements

  • 06 to 10 years experience
  • Bachelor’s/Master’s Degree in Finance
  • CPA Qualified
  • Knowledge of billing methods for Custody, Sub custodian, trust services, asset management
  • Experience building and maintaining strong control environment (SOX, RCSA)

Work Rights

Not specified

Tailored Resume

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