Client Service Operations Specialist

5 hours ago


New York, New York, United States Mission Staffing Full time

**Mission Staffing** is seeking a highly skilled **Client Service Operations Specialist** to join our team. The ideal candidate will have a strong background in client onboarding and asset management, with a proven track record of success in creating new entities, managing investor data, and ensuring AML compliance.

**Key Responsibilities:**

  • Assist with the launch of new funds and create new entities, ensuring seamless onboarding and integration with existing systems.
  • Support the Investor Services and Operations teams with client onboarding, AML reporting, and investor data management.
  • Verify and reconcile investor transactions, ensuring accuracy and compliance with regulatory requirements.

**Requirements:**

  • Minimum five years of experience in client onboarding and AML, preferably with a large asset management firm.
  • Advanced capabilities in Microsoft Excel, with experience in data analysis and reporting.
  • Strong written and verbal communication skills, with the ability to effectively communicate with clients and internal stakeholders.


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