State Street

Client Onboarding, Senior Associate

In short

This role covers client-facing onboarding for Custody and Third party accounts at State Street Markets, a major global broker serving institutions and financial advisors. The job involves reviewing onboarding requests, researching client data, handling trade break queries, and working EMEA shift hours from Hyderabad, India. It requires 5-8 years of investment banking experience, a Bachelor's degree, and strong attention to detail and multi-tasking skills.

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, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
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.
•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:
•5-8 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 problem
•Comfortable multi-tasking in a fast-paced environment
•Proactive and able to work independently and as part of a team
•Flexibility in re-prioritizing the assigned tasks
•Ability to perform effectively to strict deadlines
Work Requirement
•Shift Timings: EMEA shift
•Work Location: Hyderabad
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

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