Client Onboarding Officer - Sydney

About the role

State Street Markets' Client Service Solutions (CSS) team in Sydney is looking for a Client Onboarding Officer. The team supports institutional clients through proactive support and ownership of Client Onboarding and Maintenance and Regulatory Onboarding. The officer manages the onboarding process for clients in Sydney and acts as escalation point for the Client Service Solutions function.

Key responsibilities

• Own the overall client onboarding experience in Sydney and identify client needs and potential issues proactively
• Maintain strong relationships with internal counterparts and external clients, and drive issue resolution
• Review metrics with key stakeholders to improve processes and efficiency, and follow global SSGM procedures
• Take part in improving internal systems for workflow management and data storage, and in establishing controls
• Ensure the accuracy of client static data and accounts set up in transaction systems
• Visit key clients, gather and analyse data and documents, and route them to the right stakeholders
• Track and resolve onboarding issues and delays, and liaise with Clients, Front Office, Legal, Compliance, Middle Office, Operations, Technology and Project Management teams
• Ensure compliance with regulatory requirements

Required profile

• Bachelor's degree in business, finance or a related field
• 5+ years of prior finance industry experience
• Strong customer service, organisational and communication skills
• Knowledge of financial markets and the regulatory environment
• Project management experience is a strong plus