Client Relationship Manager, Officer, State Street Global Advisors

STATE STREET CORPORATION; Dublin; On-site; EUR 65,000 - 90,000; Full time

Job summary

STATE STREET CORPORATION in Dublin seeks a collaborative Institutional Client Relationship Manager to support senior colleagues in managing a portfolio of institutional clients and to deliver high-quality service throughout the client lifecycle.

You will interact with investment consultants, trustees and internal teams, coordinating onboarding, reviews and communications to deepen client partnerships and ensure delivery against objectives.

Qualifications

• University degree or equivalent qualification.
• Typically 5 years of experience within financial services, preferably including institutional client service or relationship management.
• Experience using Salesforce or a comparable CRM system is desirable.
• An investment-related postgraduate or professional qualification, or progress towards one, is desirable.

Responsibilities

• Support senior relationship managers in managing a portfolio of institutional client relationships, delivering responsive service and strong client outcomes.
• Build effective relationships with client stakeholders, investment consultants, trustees and other contacts under guidance of senior colleagues.
• Coordinate client onboarding and mandate implementation by tracking deliverables and maintaining clear communications.
• Develop understanding of client objectives and servicing requirements to support retention and development.
• Maintain knowledge of State Street Investment Management products, strategies and capabilities and communicate information clearly.
• Prepare for and participate in investment reviews, due diligence meetings and client presentations, coordinating materials with investment and product specialists.
• Maintain complete client information in Salesforce, including meeting notes and opportunities.
• Support anti-money laundering and know-your-customer requirements during onboarding and throughout the lifecycle.
• Demonstrate risk excellence by supporting governance and regulatory compliance.

Skills

Client relationship management

Salesforce

Communication

Organisational skills

Team collaboration

Education

University degree or equivalent

Tools

Salesforce CRM

Job description

About State Street Investment Management

At State Street Investment Management, we help create better outcomes for the world's investors and the people they serve. As the investment management arm of State Street, we combine global scale, deep investment expertise and a client-focused approach to deliver investment solutions across index, active, ETF and cash strategies. Our culture is built on partnership, integrity, inclusion and accountability. We value different perspectives, encourage collaboration across teams and support employees in developing their expertise and making a meaningful contribution to our clients and communities.

Who We Are Looking For

We are seeking a collaborative and client-focused professional to join our Institutional Client Relationship Management team in Dublin. The successful candidate will support senior colleagues in managing a portfolio of institutional client relationships and will help deliver a responsive, high-quality service throughout the client lifecycle. This role offers broad exposure to institutional clients, investment consultants and internal teams across investment, product, operations, legal and compliance. It is well suited to someone who is organised, commercially aware and keen to build deeper expertise within a global asset management business.

Why This Role Is Important to Us

Strong client relationships are central to our ability to understand investor objectives, deliver appropriate solutions and build enduring partnerships. In this role, you will help coordinate the people, information and actions required to deliver consistent client outcomes, support retention and identify needs or opportunities for discussion with senior colleagues.

What You Will Be Responsible For

• Support senior relationship managers in managing a portfolio of institutional client relationships, helping to deliver responsive service and strong client outcomes.
• Build effective working relationships with client stakeholders, investment consultants, trustees and other relevant contacts, under the guidance of senior colleagues.
• Coordinate client onboarding and mandate implementation by tracking deliverables, maintaining clear communications and escalating issues appropriately.
• Develop an understanding of client objectives, investment strategies and servicing requirements to support relationship retention and development.
• Build and maintain strong knowledge of State Street Investment Management investment products, strategies and capabilities, and communicate relevant information clearly and accurately.
• Prepare for and participate in investment reviews, due diligence meetings and client presentations, coordinating materials and follow-up actions with investment and product specialists.
• Maintain complete and accurate client information in Salesforce, including meeting notes, stakeholder details, opportunities, risks and agreed actions.
• Support the application of anti-money laundering and know-your-customer requirements during onboarding and throughout the client relationship lifecycle.
• Demonstrate risk excellence by supporting a strong compliance culture, exercising sound judgement and adhering to governance, regulatory and internal control requirements.
• Work collaboratively with colleagues across investment, operations, legal, compliance, product and other functions to resolve client queries and deliver agreed actions in a timely manner.
• Contribute to initiatives that enhance the client experience, team effectiveness and operational efficiency.

What We Value

• A client-focused mindset and commitment to delivering accurate, responsive and high-quality service.
• Strong written and verbal communication skills, with confidence preparing materials and contributing to client meetings and presentations.
• Effective planning, prioritisation and organisational skills, with the judgement to manage competing demands, follow through on commitments and escalation when appropriate.
• A collaborative approach and the ability to build productive relationships across diverse, global teams.
• Attention to detail, sound judgement and a strong awareness of risk and control responsibilities.
• Curiosity and motivation to develop deeper knowledge of investment markets, products and client needs.

Education and Preferred Qualifications

• A university degree or equivalent qualification from a recognised institution.
• Typically 5 years of experience within financial services, preferably including institutional client service, asset management, relationship management or a closely related discipline.
• Good working knowledge of investment products and the institutional investment landscape, with the ability and motivation to develop deeper expertise.
• Experience supporting client relationship management, client reporting, onboarding, reviews or related activities.
• Experience using Salesforce or a comparable client relationship management system is desirable.
• An investment-related postgraduate or professional qualification, or progress towards one, is desirable.

Working at State Street

We aim to create an environment where employees can do their best work, continue to develop and contribute to shared success. Our approach supports collaboration, flexibility and connection, with access to development opportunities and employee networks. Benefits and working arrangements are subject to local policy and eligibility.

Inclusion and Equal Opportunity

State Street is an equal opportunity and affirmative action employer. We welcome diverse perspectives and are committed to creating an inclusive environment where employees can thrive and reach their full potential.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer

We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer

We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers Read our CEO Statement