Consultant providing client service in investment operations for institutional clients. Involves client service, operational support, and enhancement of procedures for financial services.
Responsibilities
Responsible for providing client service through the execution of daily functions and tasks.
Understand and enhance desktop operating procedures and controls.
Responsible for providing timely response to queries and finding resolution to avoid repetitive actions.
Works effectively both as a team member as well as an independent self-motivated individual.
Responsible for multiple projects of various complexities.
Cross train on other functions as well as provide back up.
Serve as a key subject matter expert and mentor to junior level employees.
Able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution.
Independently build relationships with internal and client contacts.
Responsible for understanding client’s business needs and deliverables.
Act as the escalation point of contact for client issues or inquiries.
Understand current Service Level Agreements (SLAs) that are directly related to job function(s).
Establish, build & maintain effective working relationships with key partners internal and external to the organization.
Drive the engagement of other partners as appropriate to solve client inquiries/issues.
Understand impact of personal job function(s) on IOO peers and applicable shared services partners.
Requirements
A college or university degree and/or 4-6+ years of relevant work experience
Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
Previous exposure to business process and/or technology enhancement initiatives
Previous Client Service experience in a service oriented environment
Benefits
retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
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