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Client Success Rep-1

Client Success Rep-1

State StreetBurlington, MA, US
30+ days ago
Job type
  • Full-time
Job description

Client Success Representative

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 were acquired by State Street in October 2018.

Responsibilities

This role will involve working closely with clients, providing expert level remote management, administration and support for client production Charles River IMS solutions, including :

  • Primary Client Contact Regarding Issues
  • Collaboration with Support Teams
  • Regular Meetings with Relationship Manager
  • Prompt Response to Inquiries
  • Regular Updates to Clients
  • Building Client Relationships
  • Proactive Communication
  • Support Status Reports
  • Updates on Changes, Releases, and Patches
  • Client Advisory Board Participation

Skills, Experience & Qualifications Required

  • Experience with Financial Services Investment Management, Trading or related systems highly preferable
  • Proficiency in designing, planning, operating, and delivering IT services
  • 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 7+ years' relevant industry experience
  • Salesforce / ServiceNow experienced user preferred
  • 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.

    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.

    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.

    Salary Range

    $120,000 - $187,500 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.

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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    Client • Burlington, MA, US

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