Senior Institutional Client Relationship Manager

State Street Investment Management; Dublin; On-site; EUR 70,000 - 100,000; Full time

Job summary

State Street Investment Management in Dublin is seeking a collaborative, client-focused professional to support senior relationship managers in a portfolio of institutional client relationships and deliver high-quality service throughout the client lifecycle.

You will work with investment consultants, trustees and internal teams, coordinating onboarding, mandating implementation and preparing for reviews to deepen client partnerships and drive value.

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.

Responsibilities

• 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.

Skills

Client-focused

Written and verbal communication

Planning and organisation

Collaborative approach

Attention to detail

Curiosity

Client servicing experience

Education

University degree or equivalent

5 years financial services experience

Investment products knowledge

Postgraduate or professional qualification desirable

Tools

Salesforce

Job description

State Street Investment Management in Dublin is seeking a collaborative, client-focused professional to support senior relationship managers in a portfolio of institutional client relationships and deliver high-quality service throughout the client lifecycle.

You will work with investment consultants, trustees and internal teams, coordinating onboarding, mandating implementation and preparing for reviews to deepen client partnerships and drive value.