Senior Client Relationship Associate

About the Role

We are seeking a client-focused and detail-oriented Senior Client Services Representative to serve as a key liaison between clients and internal operations teams. This role is responsible for delivering exceptional service by managing inquiries, coordinating issue resolution, and supporting the administration of investment-related services. The ideal candidate will possess strong analytical skills, a proactive approach to client relationship management, and the ability to thrive in a fast-paced, deadline-driven environment. In addition to managing day-to-day client needs, this individual will help support team development, contribute to process improvement initiatives, and assist in maintaining operational excellence across multiple service offerings.

Responsibilities

• Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses.
• Build and maintain strong client relationships while delivering a high standard of service and support.
• Coordinate with internal teams and external partners to resolve issues, prioritize requests, and meet client deliverables.
• Review operational reports and client-facing outputs to identify, investigate, and escalate potential issues.
• Participate in client meetings and contribute to service reviews, business updates, and relationship management activities.
• Utilize internal systems and technology platforms to research, track, and resolve client requests efficiently.
• Promote and support the adoption of new technology, automation tools, and process improvements that enhance the client experience.
• Monitor required client documentation and ensure compliance with internal policies, regulatory requirements, and control procedures.
• Support audits, special projects, and cross-functional initiatives focused on operational excellence and continuous improvement.
• Provide guidance, training, and day-to-day support to less experienced team members and new hires.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent industry experience.
• Minimum of 3 years of experience in financial services, investment operations, fund administration, custody services, or a related environment.
• Strong verbal and written communication skills with the ability to interact professionally with clients and colleagues.
• Proven ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Excellent analytical, problem-solving, and critical-thinking capabilities.
• Demonstrated ability to build strong internal and external business relationships.
• Experience working with financial products, securities processing, fund operations, or investment accounting is preferred.
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Comfortable learning new systems and leveraging technology to improve service delivery and operational outcomes.