Client Onboarding, Senior Associate
At a glance
Senior Customer Success role at Statestreet. Hyderabad · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Review onboarding requests and verify newly established accounts through the required four-eye control
- Research external sources to collect client data, then document the findings during onboarding
- Coordinate with internal and external groups while handling custody and third-party account requests
- Investigate trade breaks and respond to related questions from internal and external clients
- Resolve service issues, route urgent matters for correction, and complete deadline-driven operational work
What you bring
- Five to eight years working in investment banking is required for this role
- A bachelor’s degree is required
- You can analyze complex issues, reach sound conclusions, and manage competing priorities under firm deadlines
- You bring strong client communication, organization, attention to detail, and independent judgment
Who this fits
This role suits a senior operations professional who understands prime broker activity and can support custody and third-party accounts. You’ll work from Hyderabad on an EMEA shift, balancing client contact with detailed onboarding controls and recurring operational deadlines. The job requires both independent execution and collaboration across internal and external teams.
From the employer
Who we are looking for:
Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines.
Why this role is important to us:
The team you will be joining is a part of State Street Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
What you will be responsible for:
Responsible for ensuring and reviewing all the Onboarding requests.
Conduct independent research to gather and record data from external sources while onboarding the Client.
Interact with various internal and external teams as required.
Knowledge on Prime Broker business.
Answer or review internal and external client queries related to Trade breaks.
Perform 4 eye and review the accounts onboarded.
Analyze the problem and obtain and evaluate information to reach sound conclusions.
What we value:
5-8 years of experience in investment banking.
Bachelor’s degree.
Outstanding interpersonal skills to ensure optimum client service and team collaboration.
Excellent attention to detail & organizational skills
Ability to analyze & solve a problem
Comfortable multi-tasking in a fast-paced environment
Proactive and able to work independently and as part of a team
Flexibility in re-prioritizing the assigned tasks
Ability to perform effectively to strict deadlines
Work Requirement
Shift Timings: EMEA shift
Work Location: Hyderabad
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Not this one either?
Claude or ChatGPT reads the other 92,414 for you.
Get better matches →
