Operations Client Service, SrAssc
State Street(14 days ago)
About this role
This role involves performing client facing and onboarding functions for custody and third-party accounts within a global financial services environment. The job includes researching, resolving inquiries, conducting KYC, and reviewing onboarding requests to ensure compliance and efficiency.
Required Skills
- KYC
- Account Management
- Research
- Client Service
- Financial Analysis
- Onboarding
- Investment Banking
- Compliance
- MS Office
- Data Analysis
Qualifications
- Bachelor’s degree in Business, Finance, or related field
- 4+ years in Onboarding
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