Client Analyst, Officer

State Street
Krakow, Poland
Not disclosed
08 Apr 2021
05 May 2021
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

The ideal candidate will be service driven with a strong knowledge of operations. As a member of the Global Clients Division, you will assist senior members of the division in their roles as managers of the relationships with our Top 63 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 by our customers, you will gain exposure to senior level executives while also ensuring that clients receive the best service possible.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder record-keeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Your new role

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 and support closing sales opportunities, Client Account Plans, managing client billing set-up and overdue billing collection, aged receivables as needed.
  • Leverage business tools such as (but not limited to) Salesforce, ICAMS, Microsoft Teams and drive their consistent adoption and use
  • Assist with contract management including executing contract amendments (new fund adds, new services, etc.); uploading into ECMS and remediation projects
  • Coordinate and manage client governance meetings and internal teams across region/division
  • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
  • Assist with the communication of NPS feedback across the virtual team

What we value

These skills will help you succeed in this role

  • Problem resolution skills; an ability to quickly identify issues.
  • Project management skills. Ability to take ownership of projects as well as to ensue that unresolved problems are escalated as needed.
  • Team player that is willing to pitch in and takes a proactive role in servicing clients.
  • Ability to work under pressure/deadlines driven environment
  • Advanced English language communication skills
  • Well-developed inter-personal skills
  • Accuracy and detail-orientated

Education & Preferred Qualifications

  • Minimum 3-4 years of related custody, fund accounting or relationship management support experience preferred
  • Bachelor’s degree with business related coursework or degree in Accounting or Finance, preferred
  • Computer competence (Microsoft applications: Excel, Word, etc.)
  • Salesforce experience a plus but not required

What we offer

  • Employee savings plan
  • Premium life insurance package
  • VIP medical package
  • Multisport Plus card
  • Remote work options
  • Language classes
  • Soft skills trainings and technical workshops
  • Development sessions with a mentor
  • Diversity of opportunities across a range of challenging and highly complex activities
  • Technical or leadership career pathway

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

For further information, and to apply, please visit our website via the “Apply” button below.

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