State Street
Finance
ClientAnalyst,AssistantVicePresident
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Analyst, Assistant Vice President at State Street. Skills: client centric, service driven, Investment Servicing, relationship management support, Project Management Skills. 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.”
What You'll Achieve.
ensuring that clients receive the best service possible
Industry & Context.
Problem resolution skills that can quickly identify issues.; Manage projects and issues and ensue that unresolved problems are escalated as needed.
Proficiency in English language
What They're Looking For.
Must Have
Minimum 2 years of related custody, fund accounting or relationship management support experience
Nice to Have
Bachelor's degree with business related coursework or degree in Accounting or Finance, Salesforce experience a plus but not required
What You'll Do.
Perform client activities and ad-hoc client requests as appropriate to support overall client relationships
Assist with updates of Salesforce
managing client billing set-up
/ documentation and overdue billing collection
Assist with contract management including executing contract amendments (new fund adds
etc. ); uploading into ECMS
Coordinate and manage projects with clients and internal teams across region/division
Coordinate Due Diligence Meetings and organize attendees
materials (including compliance review) and assist with timely delivery and completion of RFI / RFP questionnaires.
How You'll Work.
Team & Collaboration
daily contact with Client Service, Client Management, Centres of Excellence and Business Unit Shared Service teams; Coordinate and manage projects with clients and internal teams across region/division; organize attendees
Communication Scope
Interpersonal and oral communication skills
Process & Methodology
Project Management Skills, Coordinate and manage projects with clients and internal teams across region/division, Manage projects and issues
Full Job Description
**Who we are looking for** The ideal candidate will be client centric and service driven with a strong knowledge of Investment Servicing. 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 largest strategic clients. In this role, you may have daily contact with Client Service, Client Management, Centres 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** You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. **What you will be responsible for** As Client Analyst 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 (inclu
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