Associate Client Manager, Charles River Development, Assistant Vice Presdient in London
Associate Client Manager, Charles River Development, Assistant Vice Presdient

Associate Client Manager, Charles River Development, Assistant Vice Presdient in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
State Street

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 committed to inclusion and diversity.
  • Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits including medical care and educational support.
  • Why this job: Be part of a dynamic team shaping the future of investment management with innovative solutions.
  • Qualifications: 5+ years in relationship management or client-facing roles; strong communication and analytical skills required.
  • Other info: Opportunities for professional development and community engagement through paid volunteer days.

The predicted salary is between 36000 - 60000 £ per year.

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.

Purpose of Role: 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. Charles River's Product Management team define and drive the direction of future product enhancements within CR IMS, working closely with clients to align to their investment strategies, and market innovation and direction.

We are looking for a dynamic, engaging and enthusiastic individual to help with our continued growth as an Associate Client Manager to assist the Relationship Management and Product Management teams. 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 client.
  • Work with cross functional teams across CRD and Alpha 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:

  • 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.

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.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Associate Client Manager, Charles River Development, Assistant Vice Presdient in London employer: State Street

State Street is an exceptional employer that prioritises inclusivity and employee growth, offering a dynamic work environment for the Associate Client Manager role. With competitive benefits, flexible work arrangements, and a commitment to professional development, employees are empowered to thrive both personally and professionally. The company's strong focus on diversity and community engagement further enhances its appeal, making it a rewarding place to build a meaningful career.
State Street

Contact Detail:

State Street Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate Client Manager, Charles River Development, Assistant Vice Presdient in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services or fintech sectors. Attend industry events, webinars, or even local meetups to make those valuable connections that could lead to job opportunities.

✨Tip Number 2

Prepare for interviews by researching State Street and Charles River Development thoroughly. Understand their products, values, and recent news. This will help you tailor your responses and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your communication skills! As an Associate Client Manager, you'll need to convey complex information clearly. Role-play with a friend or use online resources to sharpen your presentation and issue-resolution capabilities.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at State Street and contributing to their mission.

We think you need these skills to ace Associate Client Manager, Charles River Development, Assistant Vice Presdient in London

Relationship Management
Client Engagement
Project Management
Communication Skills
Analytical Skills
Problem-Solving Skills
Stakeholder Management
Commercial Awareness
Knowledge of Charles River Development (CR IMS)
Microsoft Office Proficiency
Ability to Multi-task
Attention to Detail
Organisational Skills
Understanding of Investment Workflows

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Associate Client Manager role. Highlight your experience in relationship management and any relevant projects you've worked on that align with the job description.

Showcase Your Skills: Don’t forget to emphasise your analytical and problem-solving skills. Mention specific tools you’re proficient in, like Microsoft Office or any project management certifications you have, as these are key for the role.

Be Authentic: Let your personality shine through in your application. We value dynamic and engaging individuals, so don’t hesitate to express your enthusiasm for the role and the company culture at State Street.

Apply Through Our Website: For the best chance of success, make sure to submit your application through our official website. This way, we can easily track your application and get back to you quicker!

How to prepare for a job interview at State Street

✨Know Your Stuff

Make sure you have a solid understanding of the Charles River Investment Management System (CR IMS) and how it fits into the financial services landscape. Brush up on your knowledge of investment workflows and operating models, as this will help you speak confidently about how you can add value to clients.

✨Build Rapport

During the interview, focus on building a connection with your interviewers. Show genuine interest in their experiences and insights about the company. Remember, relationship management is key in this role, so demonstrating your ability to connect with others will go a long way.

✨Showcase Your Problem-Solving Skills

Be prepared to discuss specific examples of how you've successfully managed client relationships or resolved issues in the past. Highlight your analytical skills and how you've used them to drive positive outcomes for clients, as this aligns perfectly with the responsibilities of the Associate Client Manager role.

✨Ask Insightful Questions

Prepare thoughtful questions that show your understanding of the role and the company. Inquire about the challenges the Relationship Management team faces or how they measure success in client engagement. This not only demonstrates your interest but also gives you valuable insights into the company's priorities.

Associate Client Manager, Charles River Development, Assistant Vice Presdient in London
State Street
Location: London

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