The Client Service Operations Senior Associate role is responsible for client service tasks, inquiry management, and operational service level governance for some of our largest Asset Owner clients on the West Coast.
As Client Service Operations Senior Associate you will
Monitor day-to-day service quality and deliverables across the global delivery organization for assigned clients.
Support query management and resolution directly with clients and by way of acting as a "central point of contact" for internal teams.
Assist with project management on client driven initiatives and coordination of open item activities with clients.
Assist with change management coordination including fund openings, closures, transitions, restructures, etc.
Assist with client documentation maintenance including AML, FTTOP, client review packages, etc.
Assist with identification and implementation of consistent operational best practices across global delivery.
Escalate unresolved issues/challenges to manager and assist with resolution.
During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
These skills will help you succeed in this role
Strong critical thinking and problem solving skills
Accuracy and detail oriented mindset
Strong communication, interpersonal, and organizational skills including excellent time management and prioritization
Interpersonal and oral communication skills
Bachelor's degree, preferably within accounting, finance or economics
At least 2 years' work experience in accounting, finance, mutual fund operations, loan servicing or related career
Strong computer competence (Microsoft applications, Excel, Word, etc.)
Salary Range: $52,000 - $75,400 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
