Job
Core
Perform daily quality checks on operational tasks (investor onboarding, trade processing, reporting, cash movements) and serve as a primary client contact for queries and escalations.
Role type
Senior IC client service and operations specialist
Builds
Operational accuracy and client satisfaction for alternative investment funds
Domain
Financial services / Fund administration
Deliverable
client delivery (via careerplan.io/jobs/32935-job)
Required skills
Financial services operations, client service, trade processing, reporting, cash movement management, risk mitigation, process improvement, Microsoft Office, Microsoft Excel
Preferred skills
Investor services process knowledge, fund administration experience, asset management experience, banking experience
Responsibilities
Perform daily quality checks on investor onboarding, trade processing, reporting, and cash movements; Handle day-to-day client queries via email or calls; Respond to inquiries from clients, investors, fund managers, and internal teams; Guide and support team members in completing daily operational tasks; Participate in team meetings to discuss workload and process improvements; Assist management with ongoing projects and risk mitigation activities.