GCD Client Analyst, Officer

The ideal candidate will be service driven with a strong knowledge of Custody business. As a member of the Global Clients Division (GCD), you will assist senior members of the division in their roles as managers of the relationships with our top strategic clients. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams in support of your client’s needs. Building on your background on strong 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 us

The 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 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 up 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 for

As Client Analyst Officer you will

  • Perform client activities and ad-hoc client requests as appropriate to support overall client relationships
  • Assist with updates of Salesforce, Client Account Plans, managing client billing set-up , / documentation and overdue billing collection, as needed.
  • Assist with contract management including executing contract amendments (new fund adds, new services, etc.); uploading into ECMS
  • Coordinate and manage projects with clients and internal teams across region/division
  • Coordinate Due Diligence Meetings and Reviews; organize attendees, agenda, logistics, materials (including compliance review) and assist with timely delivery and completion of RFI / RFP questionnaires.
  • Assist GCOOs with Quality Assurance reviews and inventories; maintaining virtual teams members list, documenting various KPIs across business

State Street