Client Implementation & Service - Senior Associate
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Key skills for this role
Role Overview
Coordinate documentation review for international securities account openings and related client implementation activities.
Support account openings, onboarding, closings, amendments, conversions, and renewals in global markets.
Key Skills for This Role
Full Job Posting
Role Overview
Coordinate documentation review for international securities account openings and related client implementation activities.
Support account openings, onboarding, closings, amendments, conversions, and renewals in global markets.
Core Responsibilities
- Work with client service teams and local sub-custodian banks to facilitate account requests.
- Drive process improvements and enhance the client experience.
- Ensure adherence to operational controls, policies, and procedures.
- Identify risks and recommend enhancements to mitigate operational and regulatory exposure.
- Develop, review, and maintain departmental standard operating procedures.
Qualifications and Experience
- Bachelor's degree or equivalent.
- 5–6 years of experience with global custody account opening, account maintenance, or related financial services operations.
- Strong understanding of custody and securities services operations.
- Knowledge of SWIFT messaging standards.
- Familiarity with account opening systems and market documentation requirements.
- Strong knowledge of MCH applications.
Required Skills
- Knowledge of global market account structures and regulatory requirements.
- Strong analytical and problem-solving abilities.
- Excellent stakeholder management and communication skills.
- Strong negotiation and relationship management skills.
- Attention to detail focused on risk mitigation and operational accuracy.
- Proficiency in Microsoft Office applications.
Work Schedule
- Open to working flexible shifts.
About State Street
Global financial services and bank holding company.
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