Who we are looking for
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
What we value
These skills will help you succeed in this role
- Problem resolution skills that can quickly identify issues.
- Manage projects and issues and ensue that unresolved problems are escalated as needed.
- Team player that is willing to pitch in and takes a proactive role in servicing clients.
Education & Preferred Qualifications
- Bachelor’s degree with business related coursework or degree in Accounting or Finance, preferred.
- Minimum 2 years of related custody, fund accounting or relationship management support experience preferred.
- Computer competence (Microsoft applications: Excel, Word, etc.)
Additional requirements
- Proficiency in English language
- Salesforce experience a plus but not required
- Project Management Skills
- Accuracy and detail-orientated
- Interpersonal and oral communication skills
- Ability to work under pressure/deadlines driven environment