Job Description
Who we are looking for:
Looking for professional who understand and manages the processes related to account openings for new clients, establishes accounts in State street systems for clients,
Why this role is important to us:
The team you will be joining is a part of State Street Corporation, deals directly with State street Client’s to process Account in various Systems. The client onboarding team monitor the progress of the account openings and actively communicate with relationship Managers to ensure that the account opening process is completed in a timely manner.
What you will be responsible for:
Completes/submits daily work as requested throughout the day. Maintains appropriate records of daily and monthly activities.
Support the research and resolution process for exceptions, reconciliations, incorrect transactions and inquiries.
Independently researches/resolves while keeping Senior Associate informed and seeks assistance, when needed, in a timely manner.
Escalate unresolved issues to management as required.
Ability to perform tasks effectively to strict deadlines and Must have skills in reporting/work allocation and other metrics data
Teamwork and collaboration skills: ability to work effectively with others to enhance team efficiency and quality outcomes
Compiles and submits necessary documentation to assist with responding to all client requests in a timely, thorough, and professional manner.
Creates and fosters effective working relationships with internal clients, including Centers of Excellence, Shared Services Business Units and other users.
Work in conjunction with individuals on the team as well as other Client Service teams, Shared Services/COEs, outsource partners, other business units and external clients as needed to ensure seamless processing according to the fund’s policies, to ensure that all Services Level Agreements are met.
Ensure all deliverables which are going out of the firm are thoroughly reviewed Participate / Facilitate / execute functionalization efforts
Ability to recognize and prioritize issues through daily updates, ensuring work is completed within established timeframes
Working closely with internal teams during the onboarding process confirming requirements and addressing their inquiries.
What we value:
These skills will help you succeed in this role:
Strong communication, interpersonal, organizational, and time management skills
Ability to analyze Client’s Documents with Local Sub-custodian
Excellent communication, organization, interpersonal planning, and analytical skills
Deadline and detail oriented
Excellent communications skills with confidence to interact with multiple levels of management.
Desire and ability to provide superior customer service to both internal and external customers.
Education & Preferred Qualifications:
A college degree (Bachelors’ degree or equivalent).
Excellent communications skills with confidence to interact with multiple levels of management.
3 -5 years’ experience within the Financial Services industry preferably with Account Opening exposure
Secondary Skills (Good to Have)
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
