Posted: 05/16/20242024-05-162024-06-29Employment Type:ContractJob Category:Accounting & FinanceJob Number: 617156Is job remote?: NoCountry: United States
Job Description
Client Operations Manager Contract: 5 months Location: Houston, TX or Atlanta, GA
Must Haves:
8+ years of direct Investment Operations experience in the asset management industry
5+ years of direct client service experience in the asset management industry
5+ years of Account OnBoarding and Transitions experience in the asset management industry
Strong understanding of account onboarding requirements in the asset management industry
Account Transitions specifically account openings, closures, and transfers-in-kind
Preferred:
Existing asset management product knowledge would be beneficial
Job Summary/Description: Your role as a Client Operations Manager is critical to America's Service Delivery function. Your productivity in this role directly impacts the amount of value this company can provide our business clients daily. The expectation of a COM is to be able to have the ability to communicate clearly and effectively, demonstrate your understanding of the onboarding and transition process, comprehend and decipher what is being asked of you by internal business partners and clients, and respond to these inquiries and requests with a sense of urgency and proactiveness.
Responsibilities:
Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations
Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings
Act as central point of contact for institutional clients related to all of their operational requests
Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients
Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution
Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary
Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed
Contribute to the firm's Client Order Management process and execute with new client mandates
Provide regular briefings to the Head of COM on significant issues; escalate any likelihood of failure to complete processes by deadlines
Work collaboratively with the team to ensure robust and timely metrics are produced
Keep up to date with market and regulatory changes; participating in external industry meetings, ensuring we are in line with our competitors if not ahead with regards to deliverables
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Planet Professional and The Planet Group of Companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About Atlanta, GA
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