State Street · 1 day ago
Client Analyst, Officer
Boston, MA
Full-time
Onsite
Mid Level
$60K/yr - $101K/yr
3+ years expState Street is one of the largest custodian banks and asset managers in the world, providing investment servicing and management to institutional clients. The Client Analyst, Officer will support senior team members in managing client relationships and ensuring high-quality service to strategic clients.
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
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
Preferred
Bachelor's degree with business related coursework or degree in Accounting or Finance
Minimum 3-5 years of related client service or relationship management support experience
Computer competence; proficient with use of Microsoft Office suite (Excel, Word, PowerPoint, etc.)
Salesforce experience a plus, but not required
Benefits
Generous medical care
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
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
2025-12-30
2025-12-30
Company data provided by crunchbase