Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience
Job Summary
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.
Client Managers serve a dual purpose – advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes retirement savings plan with company match, insurance coverage, paid-time off, employee assistance program, and incentive compensation.
Matching Summary
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.
Salary
Base: $80,000 - $140,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including retirement plan, insurance, paid-time off, and incentive compensation
Skills & Requirements
Must-have
Client satisfaction and retention
Wealth management software expertise
Project delivery and issue resolution
Relationship management with senior client leaders
Travel to client sites 20%-40%
Nice-to-have
Strong communication and presentation skills
Analytical and problem-solving skills
Ability to multi-task and manage priorities
Self-motivated and team player
Awareness of wealth management market trends
Key Requirements
BA/BS degree in Finance, Technology or relevant discipline
7 years’ experience in Financial Services or Software industry
Preferred experience in Wealth Management
Experience in Relationship Management or Business Analysis