Client Coordinator, Balance Sheet Businesses

Who we are looking for
The Client Coordinator will support the Chief Operating Officer for the Balance Sheet Businesses, who also serves as Global Head of Investor Relations. This cross-functional role is a unique opportunity to help drive client targeting strategy and revenue outcomes, and optimize executive engagement with clients within Global Markets (GM) and Global Credit Finance (GCF). The team works collaboratively to create best-in-class work product both internally for State Street management, and externally for the its clients.

Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for
As Client Coordinator you will:

• Client Targeting & Analysis. Develop and maintain a strategic targeting plan for GM & GCF clients; Serve as a knowledge source for sales professionals and executives regarding client tiering and other relevant targeting metrics.
• Prioritization of Client Engagement. Evaluate and prioritize requests for executive engagement with clients-primarily for the Vice Chairman & Chief Financial Officer-to optimize executive's time and prioritize client relationships with most appropriate targets.
• Meeting Preparation. Working with sales and client relationship managers, create and distribute relevant meeting prep and briefing materials for executive's client meetings.
• Data Management. Maintain, organize and streamline data related to executive engagement with clients, including tracking relevant, non-financial metrics using Salesforce, as well as other relevant CRM and data management tools.
• Data Analysis & Reporting. Create and implement a formal tracking process for executive engagement with GM/GCF clients, reporting out regularly including producing quarterly and annual reports regarding client engagement and related KPIs.
• Assisting with ad hoc projects for the COO, Balance Sheet Businesses and Investor Relations team.

Education & Preferred Qualifications

• BA/BS required
• Strong working knowledge of CRM and knowledge management databases, including Salesforce and Tableau
• Ability to synthesize and summarize large data sets to the most salient, actionable points to achieve targeting goals
• Prior experience in sales support, strategic marketing or client relationship management beneficial
• General working knowledge of Global Markets and Global Credit Finance business areas
• Analytical, detail-oriented mindset
• Demonstrated excellent interpersonal, written and verbal communication, listening and analytical skills, as well as advanced writing, typing, and presentation skills utilizing the Microsoft Office suite
• Self-starter with exceptional time management skills, able to handle multiple requests simultaneously and meet tight deadlines
• Motivated to consistently deliver high value-added projects

Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

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 by location, 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.

Inclusion, Diversity and Social Responsibility. 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 programs 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.

Discover more at StateStreet.com/careers

Salary Range:
$90,000 - $142,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.