Client Onboarding, Assistant Manager

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:

8-10 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

Shift Timings: NA shift - 6:30 PM to 3:30 AM

Work Location: Bangalore

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.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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