Emerging Lead - Operations Client Service

State Street.
Hyderabad, India
Not disclosed
08 Mar 2021
25 Mar 2021
Contract type
Full time
Experience level
Qualified accountant

Functional Job Title:

FX Onboarding -Senior Associate (EL)

Reports To:

Team Lead

Perform both client facing and onboarding functions for Custody and Third-party accounts. Research and resolve client inquire and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines.

Responsibilities & Tasks Include:

  • 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.
  • Answer or review internal and external client queries related to Trade breaks.
  • To setup fund/Accounts for same day trades and regular onboards.
  • Perform 4 eye and review the accounts onboarded.
  • To onboard Bulk accounts.
  • Analyze the problem and obtain and evaluate information to reach sound conclusions.

Skills/ Knowledge:

  • 24 - 36 months of FX experience.
  • Bachelor’s degree.
  • Outstanding interpersonal skills to ensure optimum client service and team collaboration.
  • Strong written and verbal communication skills (in English)
  • Excellent attention to detail & organizational skills
  • Ability to analyze & solve a problem
  • Comfortable multi-tasking in a fast-paced environment
  • Computer literate & MS Office expert
  • Proactive and able to work independently and as part of a team
  • Efficient time management skills
  • Flexibility in re-prioritizing the assigned tasks
  • Ability to perform effectively to strict deadlines

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

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