State Street US | Client Analyst, Officer

Responsibilities

• 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.
• The team you will be joining is part of State Street Global Clients Division (GCD).
• The GCD team is focused on achieving these objectives with our largest and most complex global clients.
• Team player who takes a proactive role in supporting clients’ needs and needs of the team
• The range quoted above applies to the role in the primary location specified.
• 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.
• 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.

Education & preferred qualifications

• 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.).
• 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.
• Salesforce experience a plus, but not required.

State Street US

State Street US is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "For us, success comes in the mark we make as an organization– for the industry, our clients, our communities and each other."

Its finance, accounts, audit and tax openings in India are mostly in Boston, Quincy, Clifton and Kansas City.

• Industry: BFSI / Investments / Insurance