Overview
Client Analyst, Officer Jobs in Boston, USA at STATE STREET CORPORATION
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 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 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 escalate 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…
Title: Client Analyst, Officer
Company: STATE STREET CORPORATION
Location: Boston, USA
Category:
