Client Onboarding, Senior Manager
State Street Corporation
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:
- 10+ 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
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