Client Analyst, Officer

State Street•Boston, MA

About The Position

As a member of State Street’s Global Clients Division (GCD), the Client Analyst supports senior Client Executives and Relationship Managers in maintaining relationships with existing strategic clients. The role interacts with Sales, Client Service, and Business Unit Shared Service teams to address client needs and help ensure high-quality service. It offers exposure to senior executives internally and externally. The GCD supports State Street’s largest and most complex global clients through global teams led by senior client executives. The Client Analyst helps execute ongoing client activities and requests, support account and billing administration, manage contract documentation, coordinate projects across regions, and organize due diligence meetings and reviews. The position also supports timely preparation and completion of RFI/RFP questionnaires.

Requirements

Bachelor’s degree with business-related coursework; a degree in Accounting or Finance is preferred.
Three to five years of related client service or relationship management support experience preferred.
Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Strong interpersonal and oral and written communication skills, with the ability to work across and up and down the organization.
Ability to work under pressure in a deadline-driven environment.
Comfort interacting directly with clients.
Attention to detail.
Project management skills.
Problem-resolution skills, including identifying and assessing issues and escalating them as necessary.
Ability to independently manage workload and projects through completion.
Team-oriented and proactive approach to supporting client and team needs.
Global mindset.

Nice To Haves

Accounting or Finance degree.
Salesforce experience.

Responsibilities

Execute ongoing client activities and ad hoc client requests to support client relationships.
Assist with Salesforce CRM updates and strategic client account plans.
Manage client billing setup and documentation and assist with overdue billing collection, as needed.
Assist with contract management, including executing amendments for new funds or services and uploading documents to the Enterprise Contract Management System (ECMS).
Coordinate and manage projects with clients and internal teams across regions and jurisdictions.
Coordinate periodic due diligence meetings and reviews, including attendees, agendas, logistics, and materials.
Assist with timely delivery and completion of RFI/RFP questionnaires.

Benefits

401(k) retirement savings plan with company match.
Medical, dental, vision, life, and long-term disability insurance, with other optional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family-care leave.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, excluding certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.