State Street

Client Services Manager, Vice President

State Street
Chicago, Illinois
Not disclosed
15 Apr 2024
30 Apr 2024
Approved employers
Approved employer
Contract type
Full time
Experience level

Job Description

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager, 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. Client Managers 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.

As a Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. 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.

Key Responsibilities

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
  • Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
  • Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgrades
  • Maintaining frequent communication and collaboration with internal client account teams and business units
  • Establishing long-term, strategic objectives for each client and measure success against account plan goals
  • Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
  • Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
  • Maintaining awareness of market and industry trends and news relevant to CRD and client base


  • BA/BS degree in Finance, Technology or relevant discipline
  • 7 years’ experience within the Financial Services / Software industry, preferred experience in Relationship Management, Business Analysis or similar functioning role
  • Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing
  • Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users
  • Strong analytical and problem-solving skills
  • Ability to multi-task and successfully manage simultaneous priorities
  • Proven organizational skills with attention to detail
  • Self-motivated with the ability to operate independently and as a member of a team
  • Ability to travel to client sites 20% – 40% per calendar year

Salary Range:

  • $100,000 - $167,500 Annual
  • The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

For further information, and to apply, please visit our website via the “Apply” button below.

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