About this role

Manage client relationships with both client personnel and client service providers
Review and/or preparation of various client related correspondence
Onboarding and offboarding of client accounts
Manage internal and client initiatives and projects
Assist in preparing client KPI’s and co-ordinate accurate reporting
Heavy client interaction on a daily basis
Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
Special client projects
Manage internal workflow and client deadlines

strong foundation in accounting and/or custody knowledge related to public investments
ability to communicate effectively with stakeholders at all levels within large client organizations
5-7 years of experience in financial services
MCH and Excel knowledge
Bachelor's degree required

retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Operations Client Service Officer, Onsite

Key skills