Perform both client facing and onboarding functions for Custody and Third party accounts, researching and resolving client inquiries and service related requests
Job Summary
Perform both client facing and onboarding functions for Custody and Third party accounts, researching and resolving client inquiries and service related requests.
Responsible for ensuring and reviewing all the Onboarding requests, conducting independent research and interacting with various internal and external teams.
State Street offers competitive benefits packages, flexible work programs, and wealth of development programs to help employees reach their full potential.
Matching Summary
Perform both client facing and onboarding functions for Custody and Third party accounts, researching and resolving client inquiries and service related requests.
Skills & Requirements
Must-have
Client facing functions
Onboarding functions
Research and resolve client inquiries
Execute operational tasks
KYC for Funds & Clients
Review accounts onboarded
Nice-to-have
Outstanding interpersonal skills
Excellent attention to detail
Organizational skills
Proactive and able to work independently
Flexibility in re-prioritizing tasks
Inclusion, Diversity and Social Responsibility
Key Requirements
4-6 years of experience in investment banking
Bachelor’s degree
Overall experience of 4+ years in Onboarding
Strong written and verbal communication skills (in English)