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Client Relationship Manager
2 months ago
We are seeking a highly skilled Client Relationship Manager to join our Wealth Management team at State Street Corporation. As a Client Relationship Manager, you will be responsible for delivering exceptional client service experience, driving client satisfaction, retention, and growth.
Key Responsibilities- Manage a portfolio of high-net-worth clients, ensuring high-touch engagement through regular site visits, project status calls, and executive engagements.
- Develop relationships with senior client personnel to gain understanding of client strategy and our alignment to achieving their strategy.
- Stay up-to-date with current market trends, wealth management product offerings, and upgrades to the Charles River IMS.
- Maintain frequent communication and collaboration with internal client account teams and wealth management business units.
- Establish long-term, strategic objectives for each client and measure success against account plan goals.
- Proactively ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other teams.
- Assist the internal Sales team to identify and foster revenue opportunities, including additional application modules and services.
- Maintain awareness of the wealth management market and industry trends and news relevant to State Street Corporation and our client base.
- BA/BS degree in Finance, Technology, or relevant discipline.
- 7 years' experience within the Financial Services/Software industry, preferred experience in Wealth Management and 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.
State Street Corporation is a leading provider of investment management solutions, serving the global financial services industry. Our mission is to deliver market-leading technology and exceptional client service experience.
