Client Management - Summer Intern- CRD jobs in United States
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State Street · 4 days ago

Client Management - Summer Intern- CRD

State Street is a global leader in investment management solutions, and they are seeking a Client Management Intern to support client satisfaction and retention. This role involves assisting a Client Manager with client engagement activities and delivering investment management technology services.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Supporting client engagement activities, including regular check-ins, project updates, and executive communications
Assisting in building relationships with client teams and gaining an understanding of their goals and how Charles River aligns with their needs
Learning and maintaining a working knowledge of the Charles River IMS and its core functionalities, upgrades, and investment management product offerings
Collaborating with internal client account teams to ensure smooth delivery of support services and projects
Tracking client issues, ensuring prompt resolution, and escalating as needed to meet client expectations
Helping identify additional client needs and opportunities for value-added services, in collaboration with the internal Sales team
Staying informed about trends in the investment management industry and their relevance to Charles River clients

Qualification

Client ManagementInvestment Management TechnologyAnalytical SkillsProblem-Solving SkillsProactive AttitudeCommunication SkillsRelationship BuildingAttention to Detail

Required

Currently pursuing a BA/BS degree in Finance, Technology, Business, or a related discipline
Strong written and verbal communication skills, with the ability to clearly articulate ideas and solutions
Interest in building strong client relationships and engaging with diverse stakeholders
Analytical and problem-solving skills, with keen attention to detail
Ability to manage multiple priorities and work in a dynamic environment
Eagerness to learn and grow, with a proactive and self-motivated attitude

Benefits

Our retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

H1B Sponsorship

State Street has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase