Securities Finance Client Onboarding Specialist, Officer

State Street Global Advisors Boston , MA 02298

Posted 2 days ago

Who we are looking for

The Client Onboarding Function within State Street Global Markets is key to the success of the organization. This role acts as a valued partner to the Securities Finance team - in the onboarding of Lending counterparties and clients, addressing client inquiries and facilitation of legal negotiations.

Why this role is important to us

The team you will be joining is a part of State Street Global Markets (SSGM). 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.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

As Securities Finance Client Onboarding Specialist, Officer you will

  • Work with Global Markets clients to obtain relevant information for account onboarding.

  • Input relevant onboarding information into the onboarding tool and shepherd request through the onboarding lifecycle.

  • Effectively and transparently manage and resolve client queries and escalations.

  • Facilitate the completion of contractual documents.

  • Facilitate communication between Client Service Onboarding and other internal teams to ensure timely onboarding of trading accounts.

  • Work closely with operations, AML/KYC, legal, and risk, communicating specific client requests and aligning client requests with State Street's internal policies and requirements.

  • Communicate to Securities Finance relationship managers, providing updates on specific client onboards, keeping them informed of any issues or developments.

What we value

These skills will help you succeed in this role

  • Advanced Excel experience will be considered a strong plus.

  • Team player with flexibility and adaptability to change.

  • Strong critical thinking, problem solving, and decision-making skills.

  • Strong verbal and written communications skills.

  • Takes ownership of issues and see them to resolution on behalf of clients.

Education & Preferred Qualifications

  • BS/BA degree required, MBA desirable.

  • Related experience, preferably in financial services industry.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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