Specialist, Client Operations & Servicing (Internal Servicing Team)
Core
Daily operational servicing for large institutional clients, implementing benchmark changes, processing cash flows, and overseeing portfolio events.
Role type
Senior IC client operations specialist
Builds
Operational support for institutional fixed income accounts
Domain
Fixed income asset management
Required skills
Fixed income securities knowledge, Portfolio management strategies, Client relationship management, Compliance monitoring, Project management, Cross-functional collaboration
Preferred skills
None stated
Technologies
None stated
Responsibilities
Oversee operational aspects of client servicing and relationship management; Work directly with clients and custodians to address inquiries and facilitate portfolio events; Support compliance monitoring, cash flow requests, and guideline changes; Address accounting, pricing, and settlement issues; Lead client outreach projects related to regulatory changes; Identify opportunities to enhance operational processes.
Seniority
Senior, hands-on IC