Client Service Operations Associate

Overview

• Support institutional client services and operational processes in a dynamic investment management environment.
• Collaborate with cross-functional teams to enhance client experience and operational efficiency.
• Manage client onboarding, terminations, and service requests using advanced tools and systems.
• Contribute to process improvement projects aimed at streamlining workflows and enhancing productivity.
• Provide direct support to the Head of Institutional Services in strategic initiatives.
• Gain exposure to diverse investment strategies and institutional asset management operations.
• Document and maintain procedural guidelines to ensure consistency and compliance.
• Engage in a collaborative and fast-paced environment with opportunities for professional growth.

Key Responsibilities & Duties

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

Job Requirements

• Bachelor's degree in finance, business, or a related field is required.
• 1-4 years of experience in financial services, preferably in institutional asset management.
• Proficiency in Microsoft Excel, Word, and PowerPoint; Salesforce experience is advantageous.
• Strong project management and problem-solving skills with attention to detail.
• Excellent interpersonal, written, and verbal communication abilities.
• Ability to multitask effectively under tight deadlines in a fast-paced environment.
• Collaborative team player with accountability, integrity, and a strong work ethic.
• Experience with process improvement and automation projects is a plus.