At a Glance
- Tasks: Manage key client relationships and deliver high-quality service while driving growth opportunities.
- Company: Join State Street, a leading global financial services provider with a focus on innovation.
- Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits including medical care and educational support.
- Other info: Diverse and inclusive workplace with opportunities for personal and professional growth.
- Why this job: Be part of a dynamic team that shapes the future of investment management and client engagement.
- Qualifications: 3-5 years in relationship management or client-facing roles; strong communication and analytical skills required.
The predicted salary is between 52200 - 63800 £ per year.
The award-winning Charles River Investment Management System (CR IMS) enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries.
Charles River’s Relationship Management team 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. We are looking for a dynamic, engaging and enthusiastic individual to help the continued growth as an Associate Client Manager to assist the Relationship Management team. The role will have a very marked account ownership connotation – but will also allow for exposure to clients externally, and to Sales, Operations and Product Management internally.
Main Responsibilities
- The Relationship Manager is responsible for managing key client relationships, serving as a trusted advisor and primary point of contact.
- The role focuses on deepening client engagement, delivering high-quality service, identifying growth opportunities, and ensuring client needs are met in line with organisational objectives and regulatory standards.
- In addition to relationship management, the role includes hands-on project management activity for client-led initiatives.
- Coordinating across CRD product, implementation, technology and State Street service teams to deliver strong client outcomes.
Key Responsibilities
- In partnership with the relationship managing director, manage a portfolio of existing clients.
- Serve as point of contact for front-office stakeholders.
- Build strong, long-term relationships with client stakeholders based on trust and value.
- Develop deep understanding of clients’ investment workflows, operating models, and strategic priorities.
- Ensure consistent delivery of high-quality service and timely resolution of client issues.
- Manage key CRD initiatives on behalf of the clients.
- Work with cross functional teams across CRD to ensure high-quality delivery outcomes across BAU and change initiatives.
- Communicate clearly and consistently with clients and internal stakeholders on project status, risks, and dependencies.
- Assist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services.
- Maintain awareness of market and industry trends and news relevant to CRD and client base.
- Sustain a strong understanding of the Charles River IMS and keeping up-to-date with current offerings and upgrades.
Skills And Experience
- 3 - 5 years of experience in relationship management, client coverage, delivery, or product roles within financial services or fintech.
- Working knowledge of Charles River Development (CR IMS) or similar front-office investment management platforms (OMS, EMS, compliance, IBOR).
- Ability to foster relationships across client organizations, with decision makers, including good personal and working relationships with end users.
- Demonstrated experience of client-facing projects, including implementations or change initiatives.
- Experience working with asset managers.
- Commercial awareness with experience supporting revenue growth and client negotiations.
- Bachelor’s degree required; project management certification (PMP, Prince2, Agile) a plus.
- Proficiency on Microsoft Office (inc. Excel and PowerPoint) and other similar tools (e.g., PowerBI).
- Ability to travel to client sites 20% – 40% per calendar year.
- Self-motivated with the ability to operate independently and as a member of a team.
- Strong analytical and problem-solving skills.
- Ability to multi-task and successfully manage simultaneous priorities.
- Proven organizational skills with attention to detail.
Required Competencies
- Client relationship and stakeholder management skills.
- Ability to manage multiple workstreams, timelines, and stakeholders concurrently.
- Excellent communication, presentation, and issue-resolution capabilities.
- Structured, delivery-focused mindset with strong attention to detail.
- Sound judgment, risk awareness, and ownership mentality.
- Comfortable operating in a client-facing, delivery-driven environment.
Associate Client Manager, Charles River Development, Assistant Vice President employer: Charles River Development
At Charles River Development, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. Located in the vibrant city of London, we offer competitive benefits, professional development opportunities, and a commitment to work-life balance, making us an excellent employer for those looking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Client Manager, Charles River Development, Assistant Vice President
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Associate Client Manager, Charles River Development, Assistant Vice President
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Charles River Development.
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Research and Reflect:Before hitting that 'apply' button on Charles River Development's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Charles River Development
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Charles River Development.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Charles River Development employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
