Atlanta, GA, 30309, USA
11 days ago
Client Operations Manager
Client Operations Manager Atlanta, Georgia **Hybrid** Contract Up to $0.72/hr **Title:** Client Operations Manager Location: Atlanta, GA OR Houston, TX Duration: 6+Month Contract (FTE potential for the right candidate) **Description:** Responsibilities: Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings Act as central point of contact for institutional clients related to all of their operational requests Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed Contribute to the firm's Client Order Management process and execute with new client mandates Provide regular briefings to the Head of COM on significant issues; escalate any likelihood of failure to complete processes by deadlines Work collaboratively with the team to ensure robust and timely metrics are produced Keep up to date with market and regulatory changes Work Experience / Knowledge: 8+ years of direct Investment Operations experience in the asset management industry 5+ years of Account OnBoarding and/or Transitions experience in the asset management industry Understanding of account onboarding requirements in the asset management industry Account Transitions specifically account openings, closures, and transfers-in-kind Leading and influencing without authority Proprietary and Institutional client servicing Strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems Ability to conduct complex analysis and present data in a meaningful way Ability and demonstrated track record of reviewing processes and making enhancements Ability to work through complex project requirements with internal and external partners Ability to challenge effectively and promote change Experience dealing with cross-divisional issues and prioritization Strong working knowledge of robust operating procedures and controls Broad asset management product knowledge and understanding Skills / Other Personal Attributes Required: Excellent verbal and written communication skills; transparent with open communication Knowledge of Microsoft suite of products, but specifically advanced Excel Uses a logical framework to gather all relevant facts to make decisions and drive actions Demonstrate solid independent judgment when solving business issues Strong attention to detail with ability to identify problems, seek solutions, and deliver Proven time management and prioritization skills Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization Ability to make decisions and resolve issues Shows drive and initiative Actively seeks feedback to continuously improve self and the team **You will receive the following benefits:** + Medical Insurance - Four medical plans to choose from for you and your family + Dental & Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending Accounts + Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance + Hospital Indemnity Insurance + 401(k) including match with pre and post-tax options + Paid Sick Time Leave + Legal and Identity Protection Plans + Pre-tax Commuter Benefit + 529 College Saver Plan Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance. **Posted by:** VMS Sourcing **Specialization:** + Accounting / Finance Professional
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