Client Analyst, Officer

State Street; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Job summary

State Street in Boston seeks a Client Analyst Officer to support senior Client Executives and Relationship Managers for top strategic clients. You will interact with Sales, Client Service and Shared Service teams to ensure premier service.

The role emphasizes client-focused service, relationship-building, and process knowledge across products, with exposure to senior executives and the opportunity to drive client outcomes.

Qualifications

• 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 Microsoft Office suite (Excel, Word, PowerPoint, etc.).

Responsibilities

• Execute ongoing client activities and ad hoc client requests 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 and upload documents to the 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.

Skills

Client relationship skills

Effective communication

Cross-functional collaboration

Education

Bachelor’s degree in Accounting/Finance or business-related coursework

Tools

Microsoft Office

Salesforce

Job description

Who We Are Looking For

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.

Who We Are Looking For

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.

Why this role is important to us

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.

What You Will Be Responsible For

As Client Analyst Officer you will:

• 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.

What We Value

These skills will help you succeed in this role

• Problem resolution skills to quickly identify and assess issues. Properly elevate 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

Education & Preferred Qualifications

• 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.)

Additional Requirements

• 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
• Salesforce experience a plus, but not required

Salary Range

$65,000 - $113,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

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.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

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Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: R-800196