Client Onboarding jobs in Bengaluru, Karnataka
- State StreetBengaluru, Karnataka
- Perform both client facing and onboarding functions for Custody and Third party accounts.
- Research and resolve client inquires and service related requests.
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- Apex GroupBengaluru, KarnatakaThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our…
- hiring squadBengaluru, Karnataka
- Analyze client feedback and implement improvements for service delivery.
- Proven ability to manage multiple projects and clients simultaneously.
- hiring squadBengaluru, Karnataka
- Analyze client feedback and implement improvements for service delivery.
- Proven ability to manage multiple projects and clients simultaneously.
- Goldman SachsBengaluru, Karnataka
- Health insurance
- The core workflow consists of team members liaising with various internal business partners and external clients to ensure the timely and accurate account…
- State StreetBengaluru, Karnataka
- Perform both client facing and onboarding functions for Custody and Third party accounts.
- Research and resolve client inquires and service related requests.
- Radarr TechnologiesBengaluru, Karnataka
- Health insurance
- Internet reimbursement
- In charge of new client onboarding process, that includes understanding client’s use case, assisting in platform setup, and providing initial training.
- ConsultuenceBengaluru, Karnataka
- Commuter assistance
- Flexible schedule
- Work from home
- This role is employed by Consultuence and assigned to a client engagement.
- Ability to work in a client-facing consulting or outsourced HR environment.
- MetaformsBengaluru, Karnataka
- Health insurance
- Free snacks
- Work closely with the Technical Product Support team to resolve onboarding blockers quickly.
- Proven track record of managing structured onboarding programmes…
- NES InternalBengaluru, Karnataka
- Health insurance
- Paid time off
- Paid sick time
- Collaboration: Work closely with payroll and invoicing teams to understand client processes and improve reconciliation accuracy.
- MV ProjectsBengaluru, Karnataka
- Food provided
- Paid sick time
- Cell phone reimbursement
- Leave encashment
- Internet reimbursement
- Coordinate meeting/event logistics (client visits, team offsites, etc.).
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- AccentureBengaluru, Karnataka
- Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality.
- BOVA IT SERVICES LLC-FZEIndiranagar, Bengaluru, Karnataka
- Lead end-to-end onboarding of new clients onto the Klipit platform.
- Experience in SaaS onboarding or customer success.
- Com, CA Inter, MBA Finance, etc.).
- EatEasily Online Pvt. LtdIndiranagar, Bengaluru, Karnataka
- Paid time off
- Provident Fund
- Coordinate and execute timely onboarding of new restaurants, including uploading all necessary information onto the app.
- Pay: Up to ₹350,000.00 per year.
- PinnacleUBengaluru, Karnataka
- Onboarding: Facilitate the smooth onboarding process for clients, ensuring they have a seamless transition onto our platform.
Job Post Details
Client Onboarding, Senior Associate - job post
Job details
Job type
- Full-time
Location
Full job description
Who we are looking for:
Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines.
Why this role is important to us:
The team you will be joining is a part of State Street Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
What you will be responsible for:
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Responsible for ensuring and reviewing all the Onboarding requests.
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Conduct independent research to gather and record data from external sources while onboarding the Client.
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Interact with various internal and external teams as required.
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Knowledge on Prime Broker business.
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Answer or review internal and external client queries related to Trade breaks.
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Perform 4 eye and review the accounts onboarded.
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Analyze the problem and obtain and evaluate information to reach sound conclusions.
What we value:
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8-10 years of experience in investment banking.
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Bachelor’s degree.
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Outstanding interpersonal skills to ensure optimum client service and team collaboration.
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Excellent attention to detail & organizational skills
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Ability to analyze & solve a problem
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Comfortable multi-tasking in a fast-paced environment
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Proactive and able to work independently and as part of a team
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Flexibility in re-prioritizing the assigned tasks
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Ability to perform effectively to strict deadlines
Work Requirement
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Shift Timings: NA shift - 6:30 PM to 3:30 AM
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Work Location: Bangalore
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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