Strategic Client Relationship Analyst

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

Benefits offered by this job

401K with company match

Medical insurance

Paid time off

Employee Assistance Program

Volunteer days

Job summary

State Street is seeking a Client Analyst Officer in Boston to support senior Client Executives and Relationship Managers within the Global Clients Division. You will assist in maintaining strong client relationships, coordinating with Sales, Client Service, and internal teams to address client needs and ensure excellent service.

You will handle CRM updates, account plans, billing processes, and contract management while coordinating cross-regional projects and due diligence activities.

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 to support overall client relationships.
• Assist with CRM (Salesforce) updates, strategic client account plans, manage client billing setup/documentation, and overdue billing collection as needed.
• Assist with contract management including execution of amendments and upload to 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 of RFI/RFP questionnaires.

Skills

Client relationship skills

CRM updates

Project management

Global mindset

Interpersonal communication

Education

Bachelor’s degree in Business/Accounting/Finance

3-5 years client service/relationship management experience

Tools

Salesforce

Job description

State Street is seeking a Client Analyst Officer in Boston to support senior Client Executives and Relationship Managers within the Global Clients Division. You will assist in maintaining strong client relationships, coordinating with Sales, Client Service, and internal teams to address client needs and ensure excellent service.

You will handle CRM updates, account plans, billing processes, and contract management while coordinating cross-regional projects and due diligence activities.