Client Onboarding Specialist
2 months ago
About the Role
We are seeking a highly skilled and experienced Client Onboarding Specialist to join our team at State Street. As a key member of our Global Markets group, you will play a critical role in driving compliance with regulatory rules and ensuring seamless client onboarding processes.
Key Responsibilities
- Identify and address documentation gaps with existing clients
- Coordinate agreement negotiation with internal stakeholders and clients
- Lead project coordination across the APAC region
- Provide regular management reporting and updates on project progress
- Represent the APAC region in global project meetings
- Coordinate account setup with the Collateral team
- Maintain strong working relationships with internal and external counterparts
- Resolve and escalate issues in a timely and proactive manner
- Respond to client queries regarding request status and new client onboarding
Requirements
- At least 1-2 years of relevant experience in client-facing roles and regulatory compliance
- ISDA/CSA experience is highly desirable
- Excellent communication and interpersonal skills
- Strong team player with good professional interaction skills
- Experience with managing collaborative processes and working across departments
- Strong problem-solving skills and ability to work under pressure
- Strong organizational skills and attention to detail
- Ability to identify and escalate issues and risks
- Capital markets experience and project management skills are a plus
Education and Qualifications
- Bachelor's degree in Law, Business, or related field required
- MBA, MS Finance, or CFA candidates are a plus
About State Street
State Street is a leading financial services company that provides investment servicing, data analytics, investment research, and trading services to institutional clients. We are committed to creating a diverse and inclusive work environment where employees can thrive and reach their full potential. We offer a range of benefits and development opportunities to support our employees' professional and personal growth.
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