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Client Onboarding Associate at State Street

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State Street
πŸ“ montreal, Canada
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Location montreal
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Posted May 27, 2026
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Commute Local Area
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Job Description

Take on the role of Client Onboarding Associate at State Street, focusing on new client integration and trade capture functionalities. Be instrumental in ensuring smooth onboarding experiences.

As part of the Middle Office team, you will be responsible for collecting legal documentation and managing trade file connections in Caliber applications. Your role will be pivotal in liaising with project managers and clients to uphold operational standards while actively addressing any issues that arise. Strong attention to detail and analytical prowess are key for success.

Key Responsibilities:
β€’ Gather and verify documentation for onboarding
β€’ Collaborate with different departments to ensure smooth processes
β€’ Meet business compliance and deadlines consistently
β€’ Address and escalate client issues as needed
β€’ Maintain trade capture mapping specifications

Requirements:
β€’ Bachelor’s Degree in Accounting or Finance with ...

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πŸ“ Location Details

πŸŒ†
City
montreal
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Country
Canada
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Commute
Local Area

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