State Street

State Street

Posted via Workday

Client Onboarding, Senior Associate

Apply by Nov 2, 2026

Posted Sep 3, 2026

Role at a glance

Salary
Not Disclosed
Location
Hyderabad, India
Work arrangement
On-site
Employment
Full-time
Experience
Senior Level 5-8 years of experience in investment banking.
Education
Bachelor’s degree.

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Role Summary

AI-generated

The Client Onboarding, Senior Associate performs client-facing and onboarding work for Custody and third-party accounts. The role reviews onboarding requests, researches client information, coordinates with internal and external teams, and handles client queries and operational issues.

What You'll Do

  • Ensure and review onboarding requests.
  • Conduct independent research to gather and record data from external sources while onboarding clients.
  • Interact with internal and external teams as required.
  • Answer or review internal and external client queries related to trade breaks.
  • Perform four-eye reviews of onboarded accounts and analyze problems to reach sound conclusions.

Generated from the employer's posting. Verify important details before applying.

View full posting

Qualifications

5-8 years of experience in investment banking; Bachelor’s degree; knowledge of Prime Broker business; outstanding interpersonal skills for client service and team collaboration; excellent attention to detail and organizational skills; ability to analyze and solve problems; comfortable multitasking in a fast-paced environment; proactive and able to work independently and as part of a team; flexibility in reprioritizing tasks; ability to perform effectively to strict deadlines.

Original job description

Content provided by the employer

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 State Street Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.

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.

  • Knowledge on Prime Broker business.

  • Answer or review internal and external client queries related to Trade breaks.

  • Perform 4 eye and review the accounts onboarded.

  • Analyze the problem and obtain and evaluate information to reach sound conclusions.

What we value:

  • 5-8 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

Work Requirement

  • Shift Timings: EMEA shift

  • Work Location: Hyderabad

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

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State Street

About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.