Become a trusted advisor in investment trading as a Client Manager at State Street. This client-focused role requires solid front-office experience and strategic client engagement.

In this role, you will manage client relationships by ensuring optimal project delivery and alignment with Charles River’s offerings. Your responsibilities will include fostering relationships with senior leaders, identifying growth opportunities, and proactively resolving client issues. The position aims to enhance client satisfaction and retention in a dynamic market.

Key Responsibilities:
• Engage clients through regular visits and project calls
• Develop and sustain senior client relationships
• Keep abreast of Charles River IMS functionalities




• Collaborate with internal account teams for effective communication
• Measure success against strategic account goals

Requirements:
• Bachelor’s degree in Finance or relevant discipline
• 5 years experience in Asset Management or similar role
• Proven analytical and problem-solving skills
• Strong relationship-building abilities across organizations
• Ability to work independently and in teams

Leverage your skills to ensure client success and deepen partnerships in the investment management sector.
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📌 Investment Trading Client Manager Role (Ontario)
🏢 Charles River Development
📍 Ontario