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Job Description

Job Description

Who we are looking for


  • Good knowledge about Client Onboarding in Banking domain.
  • Knowledge about client documentations, SLA and various services in Investment banking.
  • Should be able to work in stringent deadline situations.
  • Work in conjunction with individuals on the team, other shared services/COEs, India and Onshore to ensure seamless processing of Client onboarding request.
  • Should be a team player
  • Maintain records in support of audits
  • Consults with manager where clarification or exception to policy may be required
  • Other duties as assigned.
  • Should be able to perform tasks with 100% and within the defined timeline.

Why this role is important to us


The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.


Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.


What you will be responsible for


As <Associate 2> you will


  • Coordinate and manage the client onboarding process, ensuring timely and successful implementation.
  • Collaborate with internal teams(RM, onshore partners, risk teams) to ensure smooth workflow.
  • Analyze the complex documents received to ensure all accuracy of it.
  • Manage and maintain accurate records and documentation.
  • Participate in additional projects as required.
  • Participate or organize team building activities.

What we value


  • Good written and verbal communication
  • Strong analytical skill
  • Problem solving
  • Team Player
  • Knowledge about Client Onboarding

Education & Preferred Qualifications


  • Bachelor’s degree or equivalent work experience.
  • Proficient with Microsoft Office Products (Excel, Word)
  • Comfortable working in hybrid model.
  • Excellent communication, organization, interpersonal planning, and analytical skills
  • Deadline and detail oriented

Additional requirements


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.


Company: Charles River Development






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