Client Onboarding, Senior Associate

State Street Corporation

Mumbai, India
On-site
Client facing and onboarding functions
Research and resolve client inquiries
Execute operational tasks as per deadlines
Perform both client facing and onboarding functions for Custody and Third party accounts

Job Summary

  • Perform both client facing and onboarding functions for Custody and Third party accounts.
  • Responsible for ensuring and reviewing all the Onboarding requests and performing KYC for Funds & Clients.
  • The team is part of State Street Markets, a leading provider of trading and lending solutions to institutional investors.

Matching Summary

Perform both client facing and onboarding functions for Custody and Third party accounts.

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
  • Knowledge on Prime Broker business
  • Answer or review client queries related to Trade breaks

Nice-to-have

  • Outstanding interpersonal skills
  • Comfortable multi-tasking in a fast-paced environment
  • Proactive and able to work independently
  • Flexibility in re-prioritizing tasks
  • Efficient time management skills

Key Requirements

  • 4-6 years of experience in investment banking
  • Bachelor’s degree
  • Overall experience of 4+ years in Onboarding
  • University degree in Business majoring in Accounting, Finance, or other Financial-related programs

Work Rights

Not specified

Tailored Resume

Cover Letter