Client Analyst, Assistant Vice President

STATE STREET

Strong knowledge of investment servicing
Experience with salesforce or crm systems
Ability to coordinate due diligence meetings
The role involves assisting senior members in managing relationships with the firm's largest strategic clients across asset managers and official institutions globally

Job Summary

  • The role involves assisting senior members in managing relationships with the firm's largest strategic clients across asset managers and official institutions globally.
  • Responsibilities include coordinating due diligence meetings, managing contract amendments, and ensuring timely delivery of RFI/RFP questionnaires.
  • State Street fosters an inclusive environment where employees are valued and empowered to reach their full potential through flexible work-life support.

Matching Summary

The role involves assisting senior members in managing relationships with the firm's largest strategic clients across asset managers and official institutions globally.

Skills & Requirements

Must-have

  • Strong knowledge of Investment Servicing
  • Experience with Salesforce or CRM systems
  • Ability to coordinate due diligence meetings
  • Proficiency in Microsoft Excel Word PowerPoint
  • Project management and problem resolution skills

Nice-to-have

  • Proactive team player attitude
  • Excellent interpersonal communication skills
  • Experience managing client billing setups
  • Ability to work under pressure deadlines

Key Requirements

  • Bachelor's degree in business accounting or finance preferred
  • Minimum 2 years of custody fund accounting or relationship management experience
  • Proficiency in English language required

Work Rights

Not specified

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