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Client Operations Manager

Icon VendorPass and Affiliates

Atlanta, GA | Full Time

$105k-131k (estimate)

1 Week Ago

Client Operations Manager

SymphonyAI

Stuart, IA | Full Time

$91k-114k (estimate)

1 Week Ago

Client Operations Manager

$105k-131k (estimate)

Full Time 1 Week Ago

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Icon VendorPass and Affiliates is Hiring a Client Operations Manager Near Atlanta, GA

Position Title: Client Operations Manager
Location: Atlanta, Ga
Pay Rate: $50-$56/hr ( benefits)
Assignment Length: 6-month W2 Contract
Schedule: Hybrid
Industry: Banking & Finance

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JOB OVERVIEW
Your role as a Client Operations Manager is critical to America's Service Delivery function
Your productivity in this role directly impacts the amount of value Invesco can provide our business clients daily
The expectation of a COM is to be able to have the ability to communicate clearly and effectively, demonstrate your understanding of the onboarding and transition process, comprehend and decipher what is being asked of you by internal business partners and clients, and respond to these inquiries and requests with a sense of urgency and proactiveness.

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; participating in external industry meetings, ensuring we are in line with our competitors if not ahead with regards to deliverables

Work Experience/Knowledge

8 years of direct Investment Operations experience in the asset management industry
5 years of direct client service experience in the asset management industry
5 years of Account OnBoarding and Transitions experience in the asset management industry
Relationship management, including senior level relationships
Strong 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
Existing Invesco product knowledge would be beneficial

Skills Required

Excellent verbal and written communication skills; transparent with open communication
Tech savvy with strong knowledge of the Microsoft suite of products, but specifically advanced Excel and Access skills
Uses a logical framework to gather all relevant facts to make decisions, and drive actions that go beyond job requirements
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 client service focus and reputation within the financial services industry
Earns credibility while able to motivate, engage and build trust – influencing without authority
Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization
'Can do' and enthusiastic attitude with strong client/sales support bias, showing initiative and seeking to embrace evolving requirements, with a focus on quality and consistency at all times
Comfortable making decisions and resolving issues
Builds and executes realistic plans
Shows drive and initiative
Actively seeks feedback to continuously improve self and the team

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Reference #IVZJP00002001
#ZR

Job Summary

JOB TYPE

Full Time

SALARY

$105k-131k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/19/2024

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The following is the career advancement route for Client Operations Manager positions, which can be used as a reference in future career path planning. As a Client Operations Manager, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Operations Manager. You can explore the career advancement for a Client Operations Manager below and select your interested title to get hiring information.