Operations Client Service, Officer

We’re looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it’s important that the candidate is well-organized, skilled at multitasking, and comfortable working independently. The Client Service Officer maintains direct relationships with clients and oversees the daily accounting and administration of several client-sponsored investment funds. The ideal candidate balances multiple priorities while delivering exceptional service and maintaining accuracy.

About the role

You will be joining the Institutional Services function that delivers a comprehensive, holistic approach to each client relationship for asset managers globally. Our client-facing teams collaborate to bring the best solutions and services across all locations, products, and capabilities. This role offers the opportunity to make a lasting impact on long-term client relationships.

Responsibilities

• Manage client relationships with both client personnel and client service providers
• Review and/or prepare various client-related correspondence
• Onboard and offboard client accounts
• Manage internal and client initiatives and projects
• Assist in preparing client KPIs and coordinate accurate reporting
• Engage in heavy client interaction on a daily basis
• Maintain working relationships with all client contacts, including investment professionals, investors, auditors, lawyers, and banking personnel
• Lead special client projects
• Manage internal workflow and client deadlines

Skills

• Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs
• Strong critical thinking, problem-solving, and decision-making skills
• Good organizational skills and multitasking abilities

Qualifications

• Bachelor’s degree required
• 5-7 years of experience in financial services
• Knowledge of MCH, MyStateStreet.com, and Excel

Pay

$60,000 - $101,250 annual. The range applies to the primary location specified; if the candidate works outside this location, the applicable range may differ.

Benefits

• Retirement savings plan (401K) with company match
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional coverages
• Paid-time off including vacation, sick leave, short-term disability, and family care responsibilities
• Employee Assistance Program
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles)
• Eligibility for certain tax-advantaged savings plans