Specialist, Client Operations & Servicing (Internal Servicing Team)
Core
Deliver operational servicing, relationship management, and portfolio event oversight for large institutional fixed income clients.
Role type
Senior IC client operations specialist (fixed income)
Builds
Operational support for institutional client accounts and Account Managers
Domain
Fixed income asset management
Deliverable
client delivery
Required skills
Fixed income securities knowledge, portfolio management strategies, operational servicing processes, project management, cross-functional collaboration, regulatory change management, cash flow processing, compliance monitoring, trade resolution
Preferred skills
Experience with in-kind asset transfers, new account onboarding, tax form requests, LEI renewals, country market openings
Technologies
N/A
Responsibilities
Oversee operational aspects of client servicing and relationship management; Work directly with clients, custodians, and transition managers to address inquiries and facilitate portfolio events; Support compliance monitoring, cash flow requests, benchmark changes, and asset transfers; Address accounting, overdraft, pricing, and settlement issues; Lead client outreach projects related to regulatory changes; Identify opportunities to enhance operational processes and mitigate risks; Collaborate cross-functionally to develop innovative client solutions.
Seniority
Senior, hands-on IC