Charles River Development
Financial Services / Software
ClientManager,AVP
“Client Manager, AVP at Charles River Development. Skills: Client Management, Front-Office experience, Middle-Office experience, trading workflows, client satisfaction, client retention, client growth, project delivery, client service experience, strategic alignment, long-term partnerships. 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”
What You'll Achieve.
client satisfaction; retention; growth; effective delivery of Charles River IMS projects, support and services; strategic alignment; strong, long-term partnerships; advancing the goals of the organization; measure success against account plan goals
Industry & Context.
analytical and problem-solving skills
Ability to travel to client sites 20% – 40% per calendar year
What They're Looking For.
Must Have
BAS degree in Finance, Technology or relevant discipline, 5 years experience within the Financial Services / Software industry, Demonstrable communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing, Ability to foster 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, 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
Nice to Have
preferred experience Asset Management, preferred experience in Relationship Management, Business Analysis or similar functioning role
What You'll Do.
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 understanding of the Charles River IMS and keeping up-to-date with current functionality
Maintaining frequent communication and collaboration with internal client account teams and Alpha business units
Establishing long-term
strategic objectives for each client and measure success against account plan goals
Proactively ensuring effective client issue resolution
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
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base
How You'll Work.
Team & Collaboration
Maintaining frequent communication and collaboration with internal client account teams and Alpha business units; 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
Communication Scope
Demonstrable communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing
Process & Methodology
project delivery
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