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Strong Tier-1 brand, metro location, mid-level generalist operations role and broad skillset drive high competition.
Role requires financial-services account opening and sub-custodian knowledge, making cross-industry transferability limited.
Explicit 3–5 years requirement plus financial services and account-opening experience makes shortlisting moderately strict.
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Manage and process new client account openings within State Street systems, ensuring timely completion and compliance with policies.
Monitor progress of account openings and actively communicate with Relationship Managers and internal teams to address inquiries and requirements.
Maintain records, support resolution of exceptions or discrepancies, and escalate issues to management as needed to meet Service Level Agreements.
Bachelor's degree or equivalent.
3-5 years of experience in Financial Services, preferably with Account Opening exposure.
Strong skills in communication, organization, reporting, and timely work completion under deadlines.
Work Experience Required: 3-5 years in Financial Services industry with relevant account opening experience.
Experienced in client onboarding and account management processes within financial institutions.
Able to collaborate effectively across multiple teams including Shared Services, Centers of Excellence, and external clients to ensure seamless processing.
Demonstrates ability to prioritize and escalate issues appropriately to meet strict deadlines and service levels.