Serve as the primary liaison between operations teams and 4–5 assigned client accounts
Deliver accurate daily reporting to clients, leveraging tools such as Copilot to enhance efficiency and insights
Lead daily huddles with operations leads to review status updates, risks, and issue tracking
Conduct weekly client and host calls to communicate progress, performance, and key updates
Manage and track technical and operational issues through full lifecycle resolution
Provide proactive communication and escalation of risks impacting client delivery
Coordinate across internal teams to ensure seamless service execution and client satisfaction
Analyze operational data and trends to support continuous process improvement
Maintain organized tracking systems for deliverables, issues, and action items
Contribute to building and scaling middle office processes, tools, and best practices

Bachelor’s degree or equivalent experience in financial services, business operations, or related field
Demonstrated experience in financial services operations
Strong client service experience with ability to manage multiple client relationships simultaneously
Excellent verbal and written communication skills with confidence presenting to clients
Proven ability to manage reporting processes, dashboards, and operational updates
Highly organized with strong attention to detail and ability to track issues end-to-end
Proactive approach to problem solving and identifying process improvements
Experience collaborating across cross-functional teams in a fast-paced environment

Lead Representative, BPS Client Service & Support

Key skills