Client Success Representative, Charles River Development, Vice President

Company Profile

Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River was acquired by State Street in October 2018.

Background

A client-facing, business and technical staff position responsible for all aspects of managing production Charles River IMS systems for multiple Clients as part of the Charles River Software as a Service (SaaS) offerings which includes Application Management for hosted and non-hosted clients.

Responsibilities:

• Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding any issues that arise. This involves promptly acknowledging and addressing concerns to ensure client satisfaction.
• Collaboration with Support Teams: Partners with all parts of CRD and STT support teams to ensure comprehensive service delivery. By working together, they address client issues end-to-end and enhance the overall quality of service.
• Regular Meetings with Relationship Manager (RM): Schedules consistent meetings with the Relationship Manager to evaluate the POD team’s performance. These discussions focus on identifying areas for improvement, celebrating successes, and ensuring that the team’s efforts align with client expectations and company goals.
• Prompt Response to Inquiries: The representative is responsible for promptly acknowledging and responding to incoming support issues to maintain client satisfaction.
• Regular Updates to Clients: Keeps clients informed with regular and transparent updates on the status of their tickets and any ongoing issues.
• Building Client Relationships: Develops strong, positive relationships with clients to understand their needs and ensure they feel supported and valued.
• Proactive Communication: Anticipates client needs and reaches out before issues arise. This involves regularly scheduled updates and being accessible for any urgent matters.
• Support Status Reports: Generates and distributes detailed reports that showcase the status of support activities, including ticket resolution times, ongoing issues, and other key metrics. These reports help maintain transparency with clients and highlight areas of strength.
• Updates on Changes, Releases, and Patches: Keeps clients informed about changes, releases, and weekend patches, and confirms once they are complete.
• Client Advisory Board Participation: Participates in the Client Advisory Board to ensure that any details or concerns are brought back into the pod and addressed.

Skills, Experience & Qualifications Required:

• Experience with Financial Services Investment Management, Trading or related systems highly preferable (e.g. Charles River IMS).
• Proven ability to partner with various internal departments to deliver superior customer service.
• Any experience with the following is preferred: servers, operating systems, networks, scripting, XML, programming languages, job scheduling software, system monitoring software and disaster recovery/business continuity.
• Excellent customer service skills, technical troubleshooting skills, and interpersonal, verbal, and written communication skills.
• Bachelor’s degree in a technical or analytical discipline.
• Minimum of 3+ years’ relevant industry experience.

About State Street

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program and access to employee networks that help you stay connected to what matters to you.