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Client Relationship Manager

2 mesi fa

Milano, Lombardia, Italia State Street A tempo pieno
About the Role

We are seeking a highly skilled and experienced professional to join our Global Clients Division (GCD) as a Client Analyst. As a key member of our team, you will play a critical role in supporting our top strategic clients and ensuring their needs are met.

Key Responsibilities
  • Perform client activities and ad-hoc client requests to support overall client relationships.
  • Assist with updates of Salesforce, Client Account Plans, managing client billing setup, 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.
Requirements
  • 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.).
What We Value
  • 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.
About State Street

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.

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 programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

We truly 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 while adding value to both our organization and our clients. We warmly welcome 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.