Key Responsibilities
- Manage end‑to‑end onboarding cases for institutional clients (e.g. Funds, Investment Managers, Financial Institutions), from receipt of request through to account activation.
- Review, analyze and validate KYC and onboarding documentation, ensuring completeness and alignment with regulatory and internal requirements.
- Prepare and issue onboarding/KYC requirement lists, follow up on outstanding items, and resolve documentation gaps with clients and internal teams.
- Coordinate closely with KYC, Regulatory Onboarding, Legal, Operations, DBM and offshore teams to progress cases and obtain required approvals.
- Track onboarding progress using internal onboarding systems and trackers
- Escalate risks, bottlenecks or regulatory issues appropriately, documenting decisions and outcomes clearly.
- Support ongoing maintenance activities where required (e.g. account changes, periodic reviews, stakeholder coordination).
Preferred Background
- Previous experience in Client Onboarding, KYC or Regulatory Operations within a global financial institution.
- Exposure to APAC FX Markets is strongly preferred.
- Prior Operations or Middle Office experience (e.g. trade booking, settlements, post‑trade processes) is advantageous, as it supports effective coordination with downstream teams.
- Familiarity with onboarding platforms or workflow tools (e.g. Appian, Unqork, or similar) is beneficial but not mandatory.
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
Skills Required
- Previous experience in client onboarding, KYC, or regulatory operations within a global financial institution
- Exposure to APAC FX markets
- Operations or middle-office experience, such as trade booking, settlements, or post-trade processes
- Familiarity with onboarding platforms or workflow tools such as Appian or Unqork
State Street Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.
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Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
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Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.
State Street Insights
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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