Client Onboarding Specialist, Senior Associate

Posted 8 Days Ago
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Frankfurt am Main, Hessen
3-5 Years Experience
Financial Services
The Role
Taking ownership of onboarding new business for Collateral Services, guiding clients through the onboarding process, building relationships, resolving issues, contributing to process improvement, collaborating with internal and external groups, supporting audits and compliance initiatives.
Summary Generated by Built In

What you will be responsible for

As Client Onboarding Specialist, Senior Associate you will be

  • Taking ownership of onboardings of new or changing business for our Collateral Services

  • Guiding clients and other involved parties through the onboarding process and ensuring a seamless onboarding experience

  • Building and maintaining strong relationships with our clients and other stakeholders

  • Collaborating with internal and external groups to identify, analyze and proactively resolve issues and exceptions

  • Contributing as subject matter expert to change processes and internal projects

  • Working together with clients and other internal/external parties and ensuring a seamless on-boarding experience

  • Contributing to a constant improvement of the onboarding processes and procedures

  • Setting up clients on our Collateral platform and oversee onboarding steps outsourced to other State Street locations

  • Supporting audits, risk assessments and compliance initiatives by providing relevant data as well as new ideas

What we value

These skills will help you succeed in this role

  • Strong sense of quality and commitment to interact with internal or external clients effectively and professionally

  • Strong communication skills and service orientation

  • Ability to work under pressure (e.g. meeting deadlines, adopting and implementing changes)

  • Excellent attention to detail with high levels of accuracy

Education & Preferred Qualifications

  • Bachelor’s and/or Master’s degree with a focus on business and financial topics or comparable apprenticeship

  • At least 4 years of relevant experience in the financial industry, preferably within collateral management, on-boarding and/or client services

  • Knowledge of financial instruments and the regulatory framework in regards to Collateral industry (e.g. EMIR)

  • Proficiency in English and German

  • Strong knowledge of MS Office applications

What we offer

  • Flexible working time

  • Depending on the role work from home days might be possible

  • Pension plan offering

  • Wellbeing and health programs

  • Group accident insurance

  • Mentoring program

  • Free German and English language classes

  • Personal development possibilities and extensive web based training catalogue

  • Global Inclusion, Global Outreach and Corporate Citizenship programs incl. volunteer work

  • Dynamic, diverse, international, and multicultural working environment with English company language

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.

State Street's Speak Up Line

Top Skills

MS Office
The Company
London
39,782 Employees
On-site Workplace

What We Do

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future

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