What are the responsibilities and job description for the Financing Solutions Onboarding Specialist, Officer position at State Street?
Who We Are Looking For
The Client Onboarding function within State Street Markets plays a critical role in supporting the organization’s objectives. This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations.
Why This Role Is Important
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 Financing Solutions team – in the onboarding of Lending counterparties and clients, addressing client inquiries and facilitation of legal negotiations
Key Responsibilities
As Financing Solutions Onboarding Specialist, Officer your responsibilities will include:
The following skills are essential for success in this role:
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.
Discover more at StateStreet.com/careers
Salary Range:
$60,000 - $101,250 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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
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.
Job ID: R-787400
The Client Onboarding function within State Street Markets plays a critical role in supporting the organization’s objectives. This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations.
Why This Role Is Important
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 Financing Solutions team – in the onboarding of Lending counterparties and clients, addressing client inquiries and facilitation of legal negotiations
Key Responsibilities
As Financing Solutions Onboarding Specialist, Officer your responsibilities will include:
- Collaborating with State Street Markets clients to gather necessary information for account onboarding.
- Entering onboarding data into the designated system and managing requests throughout the entire onboarding lifecycle.
- Managing and resolving client queries and escalations effectively and transparently.
- Facilitating the completion of contractual documentation.
- Coordinating communication between Client Service, Onboarding and internal teams to ensure timely account activation.
- Working closely with operations, AML/KYC, legal, and risk departments to align client requirements with State Street’s internal policies.
- Providing regular updates on client onboarding progress to Financing Solutions relationship managers and informing them of any relevant issues or developments.
The following skills are essential for success in this role:
- Advanced proficiency in Excel is highly desirable.
- Demonstrated ability to work collaboratively as part of a team, with flexibility and adaptability in a dynamic environment.
- Strong analytical, problem-solving, and decision-making abilities.
- Bachelor’s degree (BS/BA) required.
- Minimum of 1–3 years of related experience, preferably in the financial services sector.
- Advanced Excel skills strongly preferred.
- Effective team player with adaptability to change.
- Excellent verbal and written communication skills.
- Strong ownership mentality, with a commitment to seeing client issues through to resolution
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.
Discover more at StateStreet.com/careers
Salary Range:
$60,000 - $101,250 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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
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.
Job ID: R-787400
Salary : $60,000 - $101,250