Client Service Onboarding Representative, Senior Associate (m/f/n)
State Street is hiring a Client Service Onboarding Representative, Senior Associate (m/f/n) in Frankfurt, Germany. Level rates it ; you can apply on State Street.
Level's read on this job
- On Level's scale, this customer service role is Little AI ●○○○: aI is not part of the work.
- The posting mentions Excel, Word and Microsoft Office among its tools and skills.
- Level classes it as a senior role.
- State Street has 1,100+ other open roles on Level.
AI in this role
Manages client account openings and coordinates onboarding processes for a global bank's investment services division.
Who we are looking for
We welcome applications from highly motivated candidates for the position of Client Service Onboarding Representative. In this role, you will report to the Client Service Team Lead and contribute to the continued success of our globally expanding bank. If you are eager to take ownership of your responsibilities, collaborate within a multicultural team, develop effective solutions, and pursue professional growth in a dynamic global organization, we would be pleased to hear from you.
Why this role is important to us
You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
As a Client Service Representative you will responsible for:
- Collaboration and coordination in relation to account openings for the Bank’s branches
- Building strong partnerships with the Bank’s specialist departments at both global and local levels
- Cultivating trusted client relationships through proactive and professional engagement
- Driving the successful coordination of new launches across local and international markets
- Contributing to a collaborative team environment by actively supporting colleagues in day-to-day operations
- Playing an active role in project initiatives and contributing to their successful delivery
What we value
These skills will help you succeed in this role
- A strong service orientation and a keen interest in direct client interaction
- A proactive approach, the ability to perform effectively under pressure, and an independent, structured, and solution-oriented working style
- The ability to quickly grasp complex matters, combined with flexibility, strong teamwork, and effective communication skills
- An independent and responsible approach to work
Education & Preferred Qualifications
- Completed banking apprenticeship or a comparable commercial qualification
- Sound knowledge of securities and investment fund operations
- Fluency in German and a very good command of English
- Excellent proficiency in Microsoft Office applications, particularly Microsoft Excel, Word, and Outlook
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
Read our CEO Statement
How we rate this
Client Service Onboarding Representative, Senior Associate (m/f/n) 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
Pay
- Typical customer service job
- $100k
This posting doesn't list pay. Use the typical customer service figure when pay comes up. See customer service jobs
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 securities operations was part of your work. What did you do?
- Tell me about a project where fund operations was part of your work. What did you do?
- Tell me about a project where client relations was part of your work. What did you do?
- Tell me about a project where project coordination was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Client Onboarding, Securities Operations, Fund Operations, Client Relations, and Project 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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