Sr Consultant, Client Service Solutions, Integrated Portfolio Services
Core
Act as a primary liaison to elevate client experience and optimize operational effectiveness for Integrated Portfolio Solutions by managing Middle Office and Operational services.
Role type
Senior Consultant (Client Service Solutions)
Builds
Operational service delivery and client relationship management for financial institutions
Domain
Wealth management and asset servicing
Required skills
Trade operations, reconciliations, hedge fund administration, client relationship management, operational excellence, issue resolution, project management, Excel proficiency, P&L calculations
Preferred skills
VBA knowledge
Responsibilities
Foster strong client partnerships and advocate for their needs; coordinate operational checklists and ensure month-end workflow execution; lead shared service teams and drive accountability; manage client onsite visits; resolve and escalate critical client issues; manage key client projects and process improvements.
Seniority
Senior, hands-on IC