Client Manager - Wealth Management Investment Software, Avp - Charles River Development
State Street Corporation
Multiple Locations
Base: $80,000 - $140,000; bonus/equity: not specif...
On-site
Client satisfaction and retention
Effective delivery of projects and services
Develop senior client relationships
State Street Corporation is seeking a Client Manager for Wealth Management Investment Software at Charles River Development. The role focuses on client satisfaction, retention, and growth, requiring strong relationship management and communication skills
Job Summary
As the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships.
You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.
Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Matching Summary
Match Score: 85
State Street Corporation is seeking a Client Manager for Wealth Management Investment Software at Charles River Development. The role focuses on client satisfaction, retention, and growth, requiring strong relationship management and communication skills.
Salary
Base: $80,000 - $140,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program including 401K, medical, dental, vision, paid-time off
Skills & Requirements
Must-have
Client satisfaction and retention
Effective delivery of projects and services
Develop senior client relationships
Understand Charles River IMS functionality
Collaborate with internal account teams
Proactive issue resolution
Awareness of wealth management market trends
Nice-to-have
Trusted advisor and direct point of contact
Advocate for clients within Charles River
Influence internal and client leaders
Advance organizational goals
Key Requirements
7 years experience in Financial Services/Software
BA/BS degree in Finance, Technology or relevant discipline
Demonstrable strong communication and presentation skills