FX Client Onboarding, Officer (Finance)
Who we are looking for
The Client Onboarding Function within State Street Markets is key to the success of the organization. This role acts as a valued partner to the FX Sales and Trading team - in the onboarding of FX trading counterparties and clients, addressing client inquiries and facilitation of legal negotiations.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Why this role is important to us
The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world's institutional investors, we deliver the industry's most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients' investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions - data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance - we deliver a breakthrough edge to drive business success.
With our FX solutions, investors can access a wide range of markets and jurisdictions using our decision-making and strategy planning tools, diverse funding options and trading strategies.
We deliver sophisticated avenues to tap into new sources of liquidity, capitalize on market opportunity and transact efficiently in any market environment. We have a range of solutions from various high- to low-touch principal execution methods, and outsourced agency hedging and execution solutions through our currency management offering.
What you will be responsible for
As FX Client Onboarding, Officer you will:
- Work with State Street 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 FX Sales and Trading updates on specific client onboards, keeping them informed of any issues or developments.
Education & Preferred Qualifications
- BS/BA degree required.
- Must have a minimum of 2 years of related experience, preferably in financial services industry.
- 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.
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
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.
Salary Range:
$60,000 - $90,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street's Speak Up Line
Salary Minimum: 60000Salary Maximum: 90000