Client Analyst, Officer

STATE STREET CORPORATION; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Benefits offered by this job

401K with match

Comprehensive benefits

Paid time off

Incentive program

Job summary

State Street Corporation in Boston, MA seeks a Client Analyst Officer to support senior Client Executives and Relationship Managers for top strategic clients. You will coordinate with Sales, Client Service, and Business Unit teams to ensure excellent service and timely responses to client needs.

The role emphasizes project coordination, CRM updates, contract amendments, and due diligence support across regions.

Qualifications

• Bachelor’s degree in business, accounting, or finance preferred.
• 3–5 years of client service or relationship management support experience preferred.
• Proficient with Microsoft Office suite (Excel, Word, PowerPoint).
• Strong interpersonal and oral/written communication skills; ability to work across the organization.

Responsibilities

• Execute ongoing client activities and ad hoc requests to support client relationships.
• Assist with CRM (Salesforce) updates, strategic client account plans, and billing setup/documentation; assist with overdue billing collection.
• Assist with contract management including execution of amendments and uploading documents to ECMS.
• Coordinate and manage projects with clients and internal teams across regions/jurisdictions.
• Coordinate periodic due diligence meetings, agenda, logistics, and RFI/RFP assistance.

Skills

Interpersonal skills

Communication (oral/written)

Microsoft Office

Salesforce

Education

Bachelor's degree in Business/Accounting/Finance

Tools

Microsoft Office

Salesforce

Job description

Who we are looking forThe 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 usThe 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 forAs Client Analyst Officer you will (not an exhaustive list):Execute ongoing client activities and ad hoc client requests as appropriate to support overall client relationshipsAssist 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 valueThese skills will help you succeed in this roleProblem resolution skills to quickly identify and assess issues. Properly escalate as necessaryIndependently manage workload/projects to completionTeam player who takes a proactive role in supporting clients’ needs and needs of the teamGlobal mindsetEducation & Preferred QualificationsBachelor’s degree with business related coursework or degree in Accounting or Finance preferredMinimum 3-5 years of related client service or relationship management support experience preferredComputer competence; proficient with use of Microsoft Office suite (Excel, Word, PowerPoint, etc.)Additional requirementsStrong interpersonal and oral/written communication skills; demonstrated ability to work across and up/down the organizationAbility to work under pressure in a deadline-driven environmentComfort level interacting directly with our clientsDetail OrientedProject Management SkillsSalesforce experience a plus, but not requiredSalary Range:$65,000 - $113,750 AnnualThe 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 StreetAcross 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/careersRead our CEO StatementJob 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.