Sr Consultant, Client Service Solutions, Integrated Portfolio Services
Core
Senior Consultant acting as a primary liaison to manage Middle Office and Operational services, ensuring client expectations are met and operational effectiveness is optimized.
Role type
Senior Consultant, Client Service Solutions
Builds
Operational service delivery and client experience enhancements for Integrated Portfolio Solutions
Domain
Wealth management and asset servicing
Required skills
Trade operations, reconciliations, hedge fund administration, client relationship management, operational excellence, issue resolution, project management, Excel proficiency
Preferred skills
VBA knowledge, P&L calculations
Responsibilities
Foster client partnerships and advocate for their needs; coordinate operational checklists and resolve discrepancies; lead shared service teams and drive accountability; manage client onsite visits; handle issue escalation; manage key client projects and workflow transitions.
Seniority
Senior, hands-on IC