Client Onboarding Lead in Alternative Assets

Become an integral part of client onboarding for alternative investments at State Street. This position demands collaborative skills and operational expertise in financial services. As a Client Onboarding Lead at State Street Global Services, you will manage the onboarding processes for both new and existing clients focused on alternative assets. Your role involves meticulous oversight of onboarding, reconciling Private Equity and Hedge Funds, and supporting internal projects. Strive to enhance the client experience through effective communication and problem-solving. Key Responsibilities:

• Lead client onboarding and migration initiatives
• Perform reconciliations for fund transactions
• Assist clients with fund trading activities monthly
• Ensure compliance with internal operational standards
• Build and maintain effective working relationships

Requirements:

• Bachelor’s degree required
• 4-6 years in relevant financial services
• Knowledge of Private Equity and Hedge Funds beneficial
• Experience with fund documentation and trading processes
• Proficiency in Microsoft Office Suite

Enhance client satisfaction and operational integrity with your expertise in onboarding processes at State Street. #J-18808-Ljbffr