Strategic Client Analyst – Global Accounts

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

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.