Client Analyst, Officer
Core
Support senior Client Executives and Relationship Managers in managing strategic relationships with State Street's top global clients.
Role type
Client Analyst Officer (Client Service Support)
Builds
Strategic client account plans, contract amendments, and client service delivery
Domain
Financial Services / Asset Servicing
Deliverable
client delivery
Required skills
Client relationship management, CRM management, contract administration, project coordination, due diligence coordination, billing management
Preferred skills
Salesforce proficiency, Accounting or Finance background, problem resolution, independent project management
Technologies
Salesforce, Microsoft Office, Enterprise Contract Management System (ECMS)
Responsibilities
Execute ongoing client activities and ad hoc requests; assist with CRM updates and strategic account plans; manage contract execution and amendments; coordinate client projects and due diligence meetings; handle billing setup and collection.
Seniority
Mid-level, hands-on IC