Delivering a comprehensive, holistic approach to each client relationship
Participates in the identification, design, development and implementation of assigned projects and solutions for our client needs
Interfaces with internal and external resources to ensure successful and timely completion in accordance with client needs
Manages client inquiries, projects and initiatives across a multi-discipline servicing team
Create a seamless, integrated operating model across product jurisdictions and operating centers
Represent an internal and external point of escalation, across all business lines that serve the client, for unresolved service items
Provide governance and framework to enhance delivered service solutions
Lead monthly internal and external meetings to review KPI’s, key issues, and forthcoming new products/asset classes

Bachelor's degree, or equivalent work experience
Eight to ten years of experience in project management activities
Knowledge of multiple business lines preferred (Fund Accounting/Custody/Transfer Agent/Fund Administration)
Considerable knowledge of assigned business line or functional area
Demonstrated management and leadership skills
Strong organizational and analytical skills
Advanced knowledge of project management
Ability to identify and resolve exceptions and to analyze data
Excellent verbal and written communication skills
Master's degree preferred

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Client Operations

Key skills