State Street

Client Onboarding, Officer

State Street
Hong Kong, China
Not disclosed
28 May 2024
28 Jun 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

State Street’s Global Markets group is looking to fill a Client Onboarding, Officer role. The candidate will assist the Regulatory Outreach project to drive compliance with the regulatory rules to govern for trading clients and counterparties.

Why this role is important to us

The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending, and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

  • Identify documentation gaps with existing clients
  • Coordinate agreement negotiation with Legal, Credit, and clients
  • Coordinate the project across APAC region
  • Provide management reporting and updates on project progress
  • Participate global project meetings representing APAC
  • Coordinate account setup with Collateral team
  • Maintain strong working relationships and liaise with internal and external counterparts including Clients, Sales, Trading, Credit, Legal, and Operations
  • Resolve and escalate issues proactively and in a timely fashion
  • Respond to queries regarding the status of specific requests or new clients

What we value

These skills will help you succeed in this role

  • At least 1-2 Years of relevant experience in dealing with clients and counterparties
  • ISDA/CSA experience is highly desired
  • Excellent communication skills in oral and written forms
  • Strong team player and good professional interaction with other team members and teams
  • Experience with managing collaborative processes and working across different departments, ensuring other parties keep to deadlines and provide results
  • Strong ability to multi-task and work under pressure
  • Strong problem-solving skills and "can do" attitude
  • Strong organizational skills
  • Ability to identify and appropriately escalate issues and risks
  • Excellent attention to detail
  • Capital markets experience would be a plus
  • Project management experience would be a strong plus
  • Mandarin is preferred (Japanese and/or Korean would be a plus)

Education & Preferred Qualifications

  • Mandarin is preferred (Japanese and/or Korean would be a plus)
  • BA/BS in Law, Business, or related studies required
  • MBA, MS Finance, or CFA candidates would be a plus

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.

For further information, and to apply, please visit our website via the “Apply” button below.

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