Client Analyst, Assistant Vice President in London
Client Analyst, Assistant Vice President

Client Analyst, Assistant Vice President in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support client relationships and manage projects with internal teams.
  • Company: Join a global leader in investment services focused on client success.
  • Benefits: Flexible work-life support, paid volunteer days, and inclusive development opportunities.
  • Why this job: Make a real impact on long-lasting client relationships in a dynamic environment.
  • Qualifications: Bachelor’s degree and 2 years of relevant experience preferred.
  • Other info: Collaborative culture with opportunities for career growth and connection.

The predicted salary is between 36000 - 60000 £ per year.

The ideal candidate will be client centric and service driven with a strong knowledge of Investment Servicing. 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 largest strategic clients. In this role, you may have daily contact with Client Service, Client Management, Centres 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: You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for:

  • 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.

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 ensure 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, Powerpoint, 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.

About State Street: Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

Client Analyst, Assistant Vice President in London employer: State Street

At State Street, we pride ourselves on being an excellent employer by fostering a client-centric and service-driven culture that empowers our employees to thrive. As a Client Analyst in the Global Clients Division, you will enjoy inclusive development opportunities, flexible work-life support, and vibrant employee networks, all while building meaningful relationships with senior executives and contributing to our clients' success. Join us in a dynamic environment where your skills are valued, and you can make a lasting impact on our global client relationships.
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Contact Detail:

State Street Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Analyst, Assistant Vice President in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment servicing field and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.

✨Tip Number 2

Prepare for those interviews! Research the company and its clients, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your problem resolution skills.

✨Tip Number 3

Show off your project management skills! Be ready to discuss past experiences where you coordinated projects or managed client relationships. Highlight your ability to work under pressure and deliver results.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and making an impact on client relationships.

We think you need these skills to ace Client Analyst, Assistant Vice President in London

Client Centricity
Service Orientation
Investment Servicing Knowledge
Relationship Management
Salesforce
Project Management Skills
Problem Resolution Skills
Interpersonal Communication Skills
Attention to Detail
Ability to Work Under Pressure
Contract Management
Due Diligence Coordination
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Some tips for your application 🫡

Know Your Stuff: Make sure you understand the ins and outs of Investment Servicing. We want to see that you can talk the talk and walk the walk when it comes to client relationships and service.

Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when you personalise your application to show how your skills match what we’re looking for in a Client Analyst. Highlight your relevant experience!

Show Off Your Team Spirit: We’re all about collaboration here at StudySmarter. Make sure to mention any experiences where you’ve worked well in a team or taken the initiative to help others. It’s all about that client-centric approach!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

How to prepare for a job interview at State Street

✨Know Your Client Servicing Inside Out

Make sure you brush up on your knowledge of investment servicing and client management processes. Familiarise yourself with common client requests and how to handle them effectively, as this will show your potential employer that you're ready to hit the ground running.

✨Showcase Your Relationship Skills

Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight your problem resolution skills and how you've managed projects or issues, as these are crucial for the role of a Client Analyst.

✨Get Comfortable with Salesforce

Even if you don't have extensive experience with Salesforce, it’s worth getting familiar with its basic functionalities. Being able to discuss how you would use it to manage client accounts and documentation can set you apart from other candidates.

✨Practice Your Communication Skills

Since this role involves a lot of interaction with clients and internal teams, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your interpersonal and oral communication skills.

Client Analyst, Assistant Vice President in London
State Street
Location: London

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