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Client Onboarding Specialist at State Street - ApplyBlast

Client Onboarding Specialist

State Street

1 month ago

3.4 on Glassdoor

Tokyo, Japan

Onsite

Full Time

Medior

0 applicants

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About this role

This role manages end-to-end onboarding cases for institutional clients, ensuring compliance with regulatory and internal requirements through thorough KYC documentation review. The position involves coordinating with various internal and offshore teams to resolve documentation gaps, track progress, and escalate risks as needed. It also supports ongoing account maintenance activities and periodic reviews to maintain client relationships.

Responsibilities

Manage end-to-end onboarding cases for institutional clients from request to account activation
Review and validate KYC documentation ensuring alignment with regulatory and internal requirements
Coordinate with internal teams and offshore groups to resolve documentation gaps and obtain approvals

Skills

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.