Financing Solutions Onboarding Specialist, Officer

State Street • Boston, MA

3d

About The Position

Who We Are Looking For The Client Onboarding function within State Street Markets plays a critical role in supporting the organization’s objectives. This position serves as a strategic partner to the Financing Solutions team by overseeing the onboarding process for Lending counterparties and clients, managing client inquiries, and coordinating legal negotiations. Why This Role Is Important The Client Onboarding Function within State Street Markets is key to the success of the organization. This role acts as a valued partner to the Financing Solutions team – in the onboarding of Lending counterparties and clients, addressing client inquiries and facilitation of legal negotiations

Requirements

• Advanced proficiency in Excel is highly desirable.
• Demonstrated ability to work collaboratively as part of a team, with flexibility and adaptability in a dynamic environment.
• Strong analytical, problem-solving, and decision-making abilities.
• Bachelor’s degree (BS/BA) required.
• Minimum of 1–3 years of related experience, preferably in the financial services sector.
• Advanced Excel skills strongly preferred.
• Effective team player with adaptability to change.
• Excellent verbal and written communication skills.
• Strong ownership mentality, with a commitment to seeing client issues through to resolution

Responsibilities

• Collaborating with State Street Markets clients to gather necessary information for account onboarding.
• Entering onboarding data into the designated system and managing requests throughout the entire onboarding lifecycle.
• Managing and resolving client queries and escalations effectively and transparently.
• Facilitating the completion of contractual documentation.
• Coordinating communication between Client Service, Onboarding and internal teams to ensure timely account activation.
• Working closely with operations, AML/KYC, legal, and risk departments to align client requirements with State Street’s internal policies.
• Providing regular updates on client onboarding progress to Financing Solutions relationship managers and informing them of any relevant issues or developments.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees