Client Analyst, Officer

State Street • Boston, MA

14d • $65,000 - $102,500

About The Position

The ideal candidate is client focused with a strong knowledge of the financial services business and financial markets, more broadly. As a member of the Global Clients Division (GCD), you will assist senior members of the team in their role as Client Executives and Relationship Managers in support of existing relationships with some of State Street’s top strategic clients. In this role, you may have daily contact with Sales, Client Service, and Business Unit Shared Service teams in support of our clients’ needs. Building on your background of strong customer relationship skills and knowledge of processes and procedures for the products serviced for our customers, you will gain exposure to senior level executives both internally and externally while also ensuring that clients receive the best service possible. The team you will be joining is part of State Street Global Clients Division (GCD). Being an essential partner to our clients is a critical component of our vision and objectives for State Street: driving growth, deeper relationships, better outcomes and distinct differentiation in the market. The GCD team is focused on achieving these objectives with our largest and most complex global clients. These clients require global teams led by a senior client executive with real decision-making authority, backed by a cast of capable staff focused on addressing strategic needs and priorities of our top GCD clients and acting as their advocates within the State Street organization. Join us if making your mark from day one is a challenge you are up for.

Requirements

• Problem resolution skills to quickly identify and assess issues. Properly escalate as necessary
• Independently manage workload/projects to completion
• Team player who takes a proactive role in supporting clients’ needs and needs of the team
• Global mindset
• Bachelor’s degree with business related coursework or degree in Accounting or Finance preferred
• Minimum 3-5 years of related client service or relationship management support experience preferred
• Computer competence; proficient with use of Microsoft Office suite (Excel, Word, PowerPoint, etc.)
• Strong interpersonal and oral/written communication skills; demonstrated ability to work across and up/down the organization
• Ability to work under pressure in a deadline-driven environment
• Comfort level interacting directly with our clients
• Detail Oriented
• Project Management Skills

Nice To Haves

• Salesforce experience a plus, but not required

Responsibilities

• Execute ongoing client activities and ad hoc client requests as appropriate to support overall client relationships
• Assist with CRM (Salesforce) updates, strategic client account plans, manage client billing set-up/documentation and overdue billing collection, as needed.
• Assist with contract management including execution of contract amendments (new fund adds, new services, etc.) and upload documents to the Enterprise Contract Management System (ECMS)
• Coordinate and manage projects with clients and internal teams across regions/jurisdictions.
• Coordinate periodic Due Diligence meetings and reviews; organize attendees, agenda, logistics, materials and assist with timely delivery and completion of RFI/RFP questionnaires.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees