Senior Associate - Portfolio Solutions Onboarding Senior Associate - Portfolio Solutions Onboarding …

State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
Senior Associate - Portfolio Solutions Onboarding
The CSS-COB team leads and manages the onboarding process and acts as a single point of contact and liaison throughout the entire onboarding life cycle.

  • This position is responsible for the coordination of the onboarding and maintenance of client and counterparty accounts in Global Markets Portfolio Solutions products.
  • Perform and support the Client and/or Broker On-boarding lifecycle by:
    • Interact with internal teams to develop a full understanding of client profile and requirements
    • Develop a clear understanding of how client setups and requirements intersect with transaction systems
    • Gather requisite data and documents from internal or external sources as appropriate to prepare and perform preliminary KYC/AML reviews.
    • Ensure accuracy of client static data and account set up on transaction systems
    • Track and monitor potential onboarding issues and delays escalating as necessary
  • Must be able to work as part of a team to ensure all work is completed within designated timeframes
  • Strong organizational and customer service skills
  • Excellent communication, interpersonal and relationship skills, that include the ability to build productive working relationships across teams and functions; and the ability to foster an environment of open communication;
  • Ability to work collaboratively with other business units.
  • Must be able to multi-task and reprioritize as time critical issues arise with an ability to manage multiple priorities with simultaneous deadlines
  • Strong attention to detail in a dynamic, fast-paced environment
  • Good interpersonal and communication skills are required
  • Understanding of Know your Customer and Anti-money laundering requirements is a plus
Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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