Operations Client Service, Officer
Core
Managing daily operations and direct relationships for client-sponsored investment funds, ensuring accurate accounting and administration.
Role type
Client Service Officer (Institutional Services)
Builds
Client-sponsored investment funds and comprehensive client service solutions
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Accounting knowledge, custody knowledge, client relationship management, project management, reporting coordination, multitasking
Preferred skills
MCH platform knowledge, MyStateStreet.com knowledge, Excel proficiency
Technologies
MCH, MyStateStreet.com, Excel
Responsibilities
Manage client relationships with personnel and service providers; Review and prepare client correspondence; Handle onboarding and offboarding of client accounts; Manage internal and client initiatives; Prepare client KPIs and coordinate reporting; Maintain relationships with investment professionals, auditors, lawyers, and banking personnel; Manage internal workflow and client deadlines
Seniority
Mid-level, hands-on IC
