State Street
Financial Services
ClientOnboarding,AssistantManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Client Onboarding, Assistant Manager at State Street. Skills: Client onboarding, Account review, Issue resolution. Perform client facing functions. Perform onboarding functions”
Industry & Context.
Analyze & solve a problem
What They're Looking For.
Must Have
7+ years of experience in investment banking, 4+ years in Onboarding, written and verbal communication skills (in English)
Nice to Have
University degree in Business majoring in Accounting, Finance, or other Financial-related programs
What You'll Do.
Perform client facing functions
Perform onboarding functions
Research client inquiries
Resolve client service requests
Escalate issues for remediation
Direct issues for remediation
Execute operational tasks
Ensure Onboarding requests
Review Onboarding requests
Gather data from external sources
Record data from external sources
Interact with internal teams
Interact with external teams
Perform KYC for Funds
Perform KYC for Clients
Answer client queries
Review client queries
Review accounts onboarded
Obtain information to reach conclusions
Evaluate information to reach conclusions
How You'll Work.
Team & Collaboration
Client service; Team collaboration
Communication Scope
Client queries
Full Job Description
**Who we are looking for:** Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines. **Why this role is important to us** The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success. **What you will be responsible for:** * Responsible for ensuring and reviewing all the Onboarding requests. * Conduct independent research to gather and record data from external sources while onboarding the Client. * Interact with various internal and external teams as required. * Perform KYC for Funds & Clients. * Knowledge on Prime Broker business. * Answer or review internal and external client queries related to Trade breaks. * Perform 4 eye and review the accounts onboarded. * Analyze the problem and obtain and evaluate information to reach sound conclusions. **What we value:** * 7+ years of experience in investment banking. * Bachelor’s degree. * Outstanding interpersonal skills to ensure optimum client service and team collaboration. * Excellent attention to detail & organizational skills * Ability to analyze & solve a pr
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