Institutional Oversight Specialist
4 weeks ago
Strategic Staffing Solutions is seeking an Institutional Oversight Specialist to join our team. As a key member of our Client Operations group, you will be responsible for ensuring the smooth operation of institutional accounts, including onboarding, portfolio accounting, cash management, and client reporting. You will serve as the primary point of contact for all operations-related client inquiries, working closely with internal and external parties to ensure effective oversight and implement solutions for new clients, products, and system architecture.
Responsibilities- Manage institutional account onboarding, portfolio accounting, cash management, and client reporting
- Serve as primary point of contact for all operations-related client inquiries
- Collaborate with internal and external parties to ensure effective oversight and implement solutions
- Work closely with the business to maintain and enhance client relationships
- Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
- Bachelor's degree required
- Strong communication and interpersonal skills
- Ability to work in a team-oriented environment
- Previous experience in Operations and/or Financial Services industry
- Relevant work experience of 1-2 years
- Ability to partner across product groups, regions, and functional responsibilities
- Attention to detail and ability to work to tight deadlines
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