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 to gather and record data from external sources while onboarding the Client.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world, providing investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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 and onboarding functions
Research and resolve client inquiries
Execute operational tasks as per deadlines
Perform KYC for Funds & Clients
Review internal and external client queries
Nice-to-have
Outstanding interpersonal skills
Excellent attention to detail
Organizational skills
Proactive and able to work independently
Flexibility in re-prioritizing tasks
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)