Client Service Operations Associate

Overview

• Support business development and client service efforts within institutional investment management.
• Contribute to process improvement and automation projects for operational efficiency.
• Manage client onboarding, terminations, and service requests using Salesforce.
• Collaborate with internal teams to fulfill client requests and project deliverables.
• Assist in organizing meetings and supporting internal and external stakeholders.
• Provide comprehensive support to the Head of Institutional Services.
• Document and maintain procedures for Institutional and Wealth Management Services.
• Gain broad exposure to investment strategies and institutional asset management operations.

Key Responsibilities & Duties

• Execute subscription and redemption processes for accounts, mutual funds, and private funds.
• Track contractual obligations and ensure data and document efficiency.
• Coordinate with Sales, Portfolio Operations, Investor Relations, Finance, Legal, and Compliance teams.
• Assist with client onboarding/offboarding and complex client requests.
• Support process institutionalization and ad-hoc improvement projects.
• Monitor project schedules, budgets, and deliverables to meet deadlines.
• Maintain and document procedures for operational consistency.
• Provide support for Investment Management Agreements and related documentation.

Job Requirements

• Bachelor's degree in finance, business, or a related field.
• 3-5 years of financial services experience, preferably in institutional asset management.
• Proficiency in Microsoft Excel, Word, and PowerPoint; Salesforce experience preferred.
• Strong project management and problem-solving skills.
• Excellent interpersonal, written, and verbal communication abilities.
• Attention to detail and ability to multitask under tight deadlines.
• Collaborative team player with accountability, integrity, and a strong work ethic.
• Experience with process improvement and automation projects is a plus.