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State Street · 2 weeks ago

Client Analyst, Officer

Sacramento, CA

Full-time

Onsite

Mid Level

$65K/yr - $102K/yr

3+ years exp

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. In this role as a Client Analyst, you will assist senior members of the Global Clients Division in managing relationships with top strategic clients, ensuring they receive the best service possible while executing client activities and supporting various internal processes.

BankingFinanceFinancial Services

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

Qualification

Client relationship managementFinancial services knowledgeProject managementSalesforceMicrosoft OfficeProblem resolutionGlobal mindsetInterpersonal skillsOral/written communicationDetail orientedTeam player

Required

Client focused with a strong knowledge of the financial services business and financial markets

Strong customer relationship skills and knowledge of processes and procedures for the products serviced for customers

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

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

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 clients

Detail Oriented

Project Management Skills

Computer competence; proficient with use of Microsoft Office suite (Excel, Word, PowerPoint, etc.)