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Client Onboarding, Assistant Manager at State Street - ApplyBlast

Client Onboarding, Assistant Manager

State Street

4 months ago

3.4 on Glassdoor

Bangalore, India

Hybrid

Full Time

Senior

0 applicants

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About this role

This role performs client-facing onboarding and operational tasks for Custody and Third-party accounts within State Street Markets. Key duties include resolving client inquiries, executing KYC for funds and clients, and reviewing trade breaks with a focus on Prime Broker business knowledge.

Responsibilities

Execute onboarding requests and perform KYC for funds and clients
Conduct independent research to gather data from external sources
Analyze and resolve trade breaks through four-eye review processes
Escalate and direct complex issues for immediate remediation
Review accounts and ensure compliance with operational deadlines

Skills

Qualifications

Bachelor’s degree in Business, Accounting, or Finance7+ years of investment banking experience4+ years of onboarding experience

About State Street

statestreet.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1792

View Profile

State Street is a global financial services company offering investment servicing, investment management, markets trading and financing, and data intelligence solutions to institutional clients across 100+ markets. Through its capabilities in custody, accounting, foreign exchange, and proprietary data-driven insights, it helps investors manage risk, access liquidity, and optimize performance. State Street also operates SPDR ETFs and conducts leading market research through its annual Markets Research Retreat.