Client Operations Officer
Core
Manage investor transactions, client deliverables, and administrative processes for funds management clients.
Role type
Client Operations Officer
Builds
Investor transaction reconciliations, client statements, and vendor management support
Domain
Funds management / Financial services
Required skills
Transaction reconciliation, vendor management, client onboarding (KYC/AML), statement production, regulatory compliance, MS Office proficiency
Preferred skills
Transfer Agency experience, Registry experience, Funds management background
Responsibilities
Review and manage new client application forms and identification requirements; Support resolution of investor transaction issues; Assist with vendor management and outsourced provider reviews; Coordinate production of investor statements; Respond to client enquiries; Collaborate with compliance, sales, and finance teams; Document internal procedures
Seniority
Individual Contributor