State StreetClient Onboarding Officer
State Street is hiring a Client Onboarding Officer in Tokyo, Japan. Level rates it ; you can apply on State Street.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- The posting mentions Appian, Unqork and client onboarding among its tools and skills.
- Level classes it as a mid-level role.
- State Street has 1,100+ other open roles on Level.
AI in this role
Manage end-to-end onboarding and KYC documentation for institutional clients within a global financial institution.
Key Responsibilities
- Manage end‑to‑end onboarding cases for institutional clients (e.g. Funds, Investment Managers, Financial Institutions), from receipt of request through to account activation.
- Review, analyze and validate KYC and onboarding documentation, ensuring completeness and alignment with regulatory and internal requirements.
- Prepare and issue onboarding/KYC requirement lists, follow up on outstanding items, and resolve documentation gaps with clients and internal teams.
- Coordinate closely with KYC, Regulatory Onboarding, Legal, Operations, DBM and offshore teams to progress cases and obtain required approvals.
- Track onboarding progress using internal onboarding systems and trackers
- Escalate risks, bottlenecks or regulatory issues appropriately, documenting decisions and outcomes clearly.
- Support ongoing maintenance activities where required (e.g. account changes, periodic reviews, stakeholder coordination).
Preferred Background
- Previous experience in Client Onboarding, KYC or Regulatory Operations within a global financial institution.
- Exposure to APAC FX Markets is strongly preferred.
- Prior Operations or Middle Office experience (e.g. trade booking, settlements, post‑trade processes) is advantageous, as it supports effective coordination with downstream teams.
- Familiarity with onboarding platforms or workflow tools (e.g. Appian, Unqork, or similar) is beneficial but not mandatory.
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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How we rate this
Client Onboarding Officer at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where client onboarding was part of your work. What did you do?
- Tell me about a project where kyc was part of your work. What did you do?
- Tell me about a project where compliance was part of your work. What did you do?
- Tell me about a project where risk escalation was part of your work. What did you do?
- Tell me about a project where stakeholder coordination was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Client Onboarding, Kyc, Compliance, Risk Escalation, and Stakeholder Coordination. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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