Investment Middle Office Services (IMOS) Client Operations Associate
Core
Manage day-to-day client interactions and support service delivery across post-trade activities in a controlled environment, partnering across teams to resolve inquiries and strengthen controls.
Role type
Client Operations Associate in Investment Middle Office Services
Builds
Post-trade service delivery and client reporting
Domain
Financial services, investment operations, post-trade
Deliverable
dashboards & analysis
Required skills
Client service in investment operations, post-trade or middle office environments, knowledge of equities/fixed income/foreign exchange/cash markets/derivatives/repurchase agreements, fund accounting concepts (IBOR, NAV), root-cause analysis, operational controls and documentation, proficiency with spreadsheets and presentations
Preferred skills
AI-powered analytics, workflow automation, intelligent process tools
Responsibilities
Manage incoming and outgoing client queries, requests, and escalations across post-trade products and workflows; Coordinate with operational teams to meet service level agreements and client expectations; Perform daily oversight checks on key activities and escalate issues to appropriate partners; Prepare and deliver recurring client reporting aligned to agreed service measures; Support incident management routines, including tracking, status updates, and follow-up to closure; Conduct trend analysis to identify control enhancements and process improvement opportunities; Liaise with external providers such as brokers, custodians, transfer agents, and vendors to resolve breaks and inquiries; Support onboarding activities such as new fund launches, product launches, and service change initiatives
