Client Analyst, Officer

State Street•Boston, MA

4d•$65,000 - $113,750

About The Position

The Client Analyst, Officer is part of State Street’s Global Clients Division (GCD), supporting senior Client Executives and Relationship Managers who manage relationships with strategic clients. The role involves regular coordination with Sales, Client Service, and Business Unit Shared Service teams to address client needs and provide strong service. It offers exposure to senior executives internally and externally while supporting existing relationships with some of State Street’s largest and most complex global clients. The role supports GCD’s focus on deepening client relationships, driving growth, and delivering strong client outcomes. The successful candidate will handle ongoing client activities and requests, maintain relationship-management information and documentation, coordinate client projects across regions, and support due diligence and questionnaire processes.

Requirements

Bachelor’s degree with business-related coursework; a degree in Accounting or Finance is preferred.
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.
Detail-oriented.
Project management skills.
Proficient with Microsoft Office, including Excel, Word, and PowerPoint.
Problem-resolution skills, including the ability to identify and assess issues and escalate appropriately.
Ability to independently manage workload and projects through completion.
Proactive team player who supports client and team needs.
Global mindset.

Nice To Haves

Three to five years of related client service or relationship management support experience.
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 execution of contract 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 the timely delivery and completion of RFI/RFP questionnaires.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation and sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with 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.