FX Client Onboarding, Team Lead
State Street
Job Description
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 rel...