Charles River Development is rapidly growing and profitable financial software and services firm whose customers include the world's top investment management, banking and insurance firms. The Client Services Manager position establishes long-term relationships with our customers through continuous review and improvement of customer's use of CRD products and services. The role will report to the Director of Client Services alongside the Implementation Management, Technical Support, and Professional Services Organizations.
Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
What you will be responsible for As a Client Services Manager you will:
Enhance CRD's long-term relationship with our customers through continuous review and improvement of customers' use of CRD products and services. Review and improvement will include: pro-active communications, internal advocacy, and on-going solicitation of feedback regarding our products and services.
Become versed in configuration and tuning of CRD's software products.
Define interfaces between this function and Implementation Managers, Technical Support, and Product Management.
Refine mechanisms to track all aspects of a customer's relationship within CRD and leveraging them to enhance and better forecast the customer relationship.
Establish personal contact with Charles River customers at Project Sponsor/Executive levels (in concert with Director of Relationship Management). The incumbent and his team will be working with several customers.
What we value
Demonstrated ability to interface with clients at a high level using a hands-on approach.
Strong critical thinking, problem solving, and decision-making skills.
Ability to become versed in configuration and tuning of CRD's software products.
Some Understanding of technologies such as, Databases, UNIX, Windows, SaaS, Azure...
Education & Preferred Qualifications
Minimum Bachelors Degree Required.
Minimum of 5-8 years of Financial/Software Services industry background with financial market information systems preferred.
Have front office and instrument types knowledge with equities, fixed income, derivatives, FX, etc.
Demonstrated ability to meet self-imposed deadlines and proactive account management skills, and a track record of balancing the demands of multiple client accounts.
Have an established successful Relationship Management track record.
Must be able to travel.
About State Street What we do. 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