Global Client Relationship Analyst

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

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation is seeking a client-focused professional to support senior Client Executives and Relationship Managers within the Global Clients Division. You will assist with Salesforce updates, account planning, billing and contract workflows while coordinating cross-regional projects and due diligence activities.

Ideal candidates have 3–5 years in client service or relationship management, strong communication skills, and proficiency in Microsoft Office.

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.)

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.

Skills

Client service

Relationship management

Microsoft Office

Global mindset

Education

Bachelor's degree in Accounting or Finance

Tools

Salesforce

Job description

State Street Corporation is seeking a client-focused professional to support senior Client Executives and Relationship Managers within the Global Clients Division. You will assist with Salesforce updates, account planning, billing and contract workflows while coordinating cross-regional projects and due diligence activities.

Ideal candidates have 3–5 years in client service or relationship management, strong communication skills, and proficiency in Microsoft Office.