Legal Entity Specialist

Our Client, a Global Financial Services Firm, is seeking a Legal Entity Specialist in their Andover, Massachusetts.

Join a fast paced, collaborative environment with strong opportunities for career growth and mobility within a growing team. This role offers regular exposure to industry challenges and the opportunity to help solve them through innovative technology and service solutions. You’ll partner closely with clients and internal stakeholders to drive impactful results, improve processes, and contribute new ideas within a team of like minded professionals.

Responsibilities:

• Manage multiple client implementations while ensuring timely completion of all deliverables
• Evaluate project plans and recommend process enhancements and operational improvements
• Build and maintain relationships with cross functional teams and third party vendors
• Lead client meetings and prepare project trackers, status updates, and milestone reporting
• Identify and resolve gaps in workflows, processes, and project execution
• Foster long term relationships with clients, business partners, and stakeholders
• Review and interpret financial documentation across multiple domains and sources
• Quickly learn proprietary products and client business lines through complex engagements
• Maintain and validate client data, ensuring accuracy and consistency across systems
• Partner with clients to implement new workflows, requirements, and operational processes
• Identify opportunities to expand services and solutions
• Support and contribute to the growth and development of a diverse team

Qualifications:

• Proven success managing and delivering client service or managed service projects
• 2 years of experience within a regulatory, financial services, or process management environment
• Strong ability to work under pressure and manage competing priorities in deadline driven environments
• Excellent analytical, project management, and problem solving skills
• Strong communication and presentation skills with the ability to engage stakeholders at all levels
• Basic understanding of financial services firms and investment management operations
• Strong organizational skills and exceptional attention to detail
• Creative thinker with the ability to develop solutions and navigate challenges effectively
• Experience tracking and reporting KPI metrics to leadership
• Collaborative mindset with the ability to work effectively across teams and levels of seniority
• Proficiency in Microsoft Office Suite, including advanced Excel skills preferred