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State Street Markets Client Onboarding Specialist – Assistant Vice President
| Company | State Street |
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| Location | Boston, MA, USA |
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| Salary | $80000 – $132500 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Advanced Excel experience will be considered a strong plus.
- Strong critical thinking, problem solving, and decision making skills.
- Strong verbal and written communications skills.
- Must have a minimum of 7 years of related experience, preferably in financial services industry.
- BS/BA degree required, MBA desirable.
Responsibilities
- Work with State Street Markets clients to obtain relevant information for account onboarding.
- Input relevant onboarding information into the onboarding tool and shepherd request through the onboarding lifecycle.
- Effectively and transparently manage and resolve client queries and escalations.
- Facilitate the completion of contractual documents.
- Facilitate communication between Client Service Onboarding and other internal teams to ensure timely onboarding of trading accounts.
- Work closely with operations, AML/KYC, legal, and risk, communicating specific client requests and aligning client requests with State Street’s internal policies and requirements.
- Communicate with Securities Finance relationship managers, providing updates on specific clients onboard, keeping them informed of any issues or developments.
Preferred Qualifications
- Team player with flexibility and adaptability to change.
