About The Position

The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery, is seeking a motivated, detail‑oriented professional to support the opening and ongoing maintenance of customer custody accounts. This role is well suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. The team you will be joining is part of State Street Global Delivery (SSGD) , which provides asset owners and managers access to essential financial tools that support effective investment solutions. From core custody and fund administration to alternative asset servicing, Global Delivery plays a critical role in supporting our clients’ ability to operate and grow in global markets. This role directly supports timely account readiness, regulatory compliance, and reliable client outcomes.

Requirements

  • Strong attention to detail and organizational skills
  • Ability to work effectively in a fast‑paced, evolving environment
  • Clear and professional communication skills, with comfort participating in calls with internal and external stakeholders
  • A collaborative mindset and commitment to working as part of a client service team
  • Ability to manage multiple tasks and priorities
  • Bachelor’s degree required
  • 2+ years of relevant experience in financial services or operations

Nice To Haves

  • Custody or onboarding experience preferred but not required

Responsibilities

  • Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts
  • Prepare, review, and process foreign market account openings and amendments in accordance with established procedures
  • Partner with internal teams, clients, and sub‑custodians to ensure accounts are accurately established and ready for trading
  • Support ongoing market maintenance activities, including periodic market renewals
  • Monitor and maintain reporting related to assigned clients and markets
  • Escalate issues and potential risks to management in a timely manner
  • Assist management in achieving project milestones and meeting delivery timelines
  • Work with clients to ensure required proxy and corporate event documentation is on file

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.
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