Financing Solutions Onboarding Specialist, Officer

State Street UK

Boston, United States
$60,000 - $101,250 annual py
On-site
Client onboarding process
Lending counterparty management
Legal negotiations facilitation
This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations

Job Summary

  • This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations.
  • Key responsibilities include collaborating with clients to gather information, entering data into systems, managing requests throughout the onboarding lifecycle, and resolving client queries.
  • The role requires working closely with operations, AML/KYC, legal, and risk departments to align client requirements with State Street’s internal policies.

Matching Summary

This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations.

Salary

$60,000 - $101,250 Annual

Skills & Requirements

Must-have

  • Client onboarding process
  • Lending counterparty management
  • Legal negotiations facilitation
  • Client inquiry resolution
  • Contractual documentation completion

Nice-to-have

  • Collaborative team player
  • Adaptability in dynamic environment
  • Strong ownership mentality

Key Requirements

  • 1-3 years of related experience
  • Bachelor's degree (BS/BA)
  • Advanced proficiency in Excel

Work Rights

Not specified

Tailored Resume

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