Job Description
Who we are looking for
State Street’s Global Markets division (SSGM) is looking for a candidate with 6 to 8 years of experience in Client Onboarding/KYC/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added advantage.
Why this role is important to us
The team that you will be joining is a part of SSGM’s Client Service Solutions focused on servicing Sales and Trading clients. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
What you will be responsible for
• Perform both client facing and onboarding functions for Custody and Third-party accounts
• Conduct independent research to gather and record data from external sources while onboarding the client
• Liaise with Legal, Sales, IT, KYC and internal teams and external clients when the required documents/information are not available at the time of onboarding the accounts
• Draft Legal agreements and get it executed by clients
• Perform Legal Agreement Amendments and get it executed
• Ensure all the clients are onboarded in a timely manner
• Update relevant data and map accounts in State Street’s in-house systems
• Research and resolve client inquires and service-related requests
• Identify unique counterparty structures and escalate for resolution
• Respond to queries regarding the status of specific requests or new clients in a timely manner
• Track and monitor potential onboarding issues and delays
• Resolve and escalate issues proactively and in a timely manner
• Help monitor KPIs to ensure a high level of service
• Evaluate and enhance processes and procedures on an ongoing basis
• Prepare process related SOPs/Job Aids and train team members on the process
• Maintain and continuously develop knowledge around core products of business unit and key applications in use by the business unit
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, ****** 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 jobs at StateStreet.com/careers
Read our CEO Statement
State Street’s Global Markets division (SSGM) is looking for a candidate with 6 to 8 years of experience in Client Onboarding/KYC/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added advantage.
Why this role is important to us
The team that you will be joining is a part of SSGM’s Client Service Solutions focused on servicing Sales and Trading clients. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
What you will be responsible for
• Perform both client facing and onboarding functions for Custody and Third-party accounts
• Conduct independent research to gather and record data from external sources while onboarding the client
• Liaise with Legal, Sales, IT, KYC and internal teams and external clients when the required documents/information are not available at the time of onboarding the accounts
• Draft Legal agreements and get it executed by clients
• Perform Legal Agreement Amendments and get it executed
• Ensure all the clients are onboarded in a timely manner
• Update relevant data and map accounts in State Street’s in-house systems
• Research and resolve client inquires and service-related requests
• Identify unique counterparty structures and escalate for resolution
• Respond to queries regarding the status of specific requests or new clients in a timely manner
• Track and monitor potential onboarding issues and delays
• Resolve and escalate issues proactively and in a timely manner
• Help monitor KPIs to ensure a high level of service
• Evaluate and enhance processes and procedures on an ongoing basis
• Prepare process related SOPs/Job Aids and train team members on the process
• Maintain and continuously develop knowledge around core products of business unit and key applications in use by the business unit
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, ****** 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 jobs at StateStreet.com/careers
Read our CEO Statement
💡 Quick Summary
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Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.