FX Client onboarding, Senior Associate
State Street
5 - 7 years
Mumbai
Posted: 06/07/2025
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 Global Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
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:
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.
Perform KYC for Funds & Clients.
Knowledge on Prime Broker, Agency Lending, Global Treasury business.
Ability to draft clear and comprehensive agreements
Perform 4 eye and review the accounts onboarded.
Analyze the problem and obtain and evaluate information to reach sound conclusions.
What we value:
3 to 5 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
Shift Timing : 5 PM to 2 AM IST/6 PM to 3 AM IST
Work Location : Mumbai
Education & Preferred Qualifications:
University degree in Business majoring in Accounting, Finance, or other Financial-related programs
Strong written and verbal communication skills (in English )
Secondary Skills (Good to Have)
Efficient time management skills
Computer literate & MS Office expert
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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
About Company
State Street Corporation is a leading global financial services company headquartered in Boston, Massachusetts. Founded in 1792, State Street is one of the oldest financial institutions in the United States. It specializes in investment servicing, investment management, and investment research and trading for institutional clients.
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