Global Client Service & Operations Analyst Senior
Core
Lead full lifecycle execution of client transition activities (onboarding, transition, termination) for separate accounts, ensuring compliance and operational excellence for the Europe and Middle East client base.
Role type
Senior Global Client Service & Operations Analyst (Separate Accounts)
Builds
Client transition processes and operational workflows for separate accounts
Domain
Global Investment Management / Wealth Management
Deliverable
client delivery
Required skills
Project management, stakeholder management, risk mitigation, process development, contractual review, subject matter expertise
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead full lifecycle execution of client separate account activities; Serve as operational point of contact for clients and external parties; Leverage project management best practices to lead cross-functional meetings; Lead the review of contractual and supplemental agreements; Lead the development of team processes and procedures; Serve as a technical and/or process subject matter expert
Seniority
Senior, hands-on IC
