Client Relationship Manager

2 settimane fa

Milano, Lombardia, Italia State Street A tempo pieno

About the Role: We are seeking a Client Analyst to join our Global Clients Division (GCD) team. The ideal candidate will have strong client-centric skills and a solid understanding of custody business.


Key Responsibilities:



  • Perform client activities and ad-hoc client requests to support overall client relationships.
  • Assist with updates of Salesforce, Client Account Plans, and managing client billing set-up, documentation, and overdue billing collection.
  • Coordinate and manage projects with clients and internal teams across region/division.
  • Coordinate Due Diligence Meetings and Reviews; organize attendees, agenda, logistics, materials, 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.

Requirements:



  • Problem resolution skills that can quickly identify issues.
  • Manage projects and issues and ensure that unresolved problems are escalated as needed.
  • Team player that is willing to pitch in and takes a proactive role in servicing clients.
  • 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, PowerPoint, etc.).
  • Proficiency in English language.
  • Salesforce experience a plus but not required.
  • Project Management Skills.
  • Accuracy and detail-oriented.
  • Interpersonal and oral communication skills.
  • Ability to work under pressure/deadlines driven environment.

About State Street: We are 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.


What We Offer:



  • Competitive and comprehensive benefits packages.
  • Generous medical care, insurance, and savings plans.
  • Flexible Work Program to help you match your needs.
  • Wealth of development programs and educational support.
  • Opportunity to work with a talented and diverse team.

We Value Diversity and Inclusion: We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. We believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential.


Equal Opportunity Employer: State Street is an equal opportunity and affirmative action employer.

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