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FX Client Onboarding, Team Lead

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  • Posted 12 hours ago
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Job Description

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.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on U.S. jobs at StateStreet.com/careers

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.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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About Company

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.
Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better &#8212&#x3B; now and in the future.

Job ID: 149162327

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Bengaluru, India

Skills:

Onboarding requestsPrime Broker business