Private Client Operations Specialist
3 days ago
We are a leading global investment management firm, dedicated to helping our clients navigate the complexities of capital markets. Our mission is to provide high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients worldwide.
About the RoleThe Private Client Operations team is responsible for providing exceptional service and support to our Private Client Advisors, Portfolio Management, and Broker-Dealer Operations. As a key member of this team, you will be involved in all aspects of account administration and client servicing throughout the life cycle of client accounts.
Key Responsibilities- Provide oversight and maintenance for client-level mutual fund trading and accounting system processing, including corporate actions, trading activity, and asset reconciliations.
- Coordinate integrated testing initiatives across various platforms and business units.
- Develop and maintain relationships with third-party vendors.
- Highly organized, detail-oriented, and efficient individual with excellent communication skills.
- Ability to multi-task and prioritize to meet deadlines in a fast-paced environment.
- Eager to learn and willing to accept new challenges.
- Strong analytical and problem-solving skills.
- Bachelor's Degree in Accounting or Business, with prior industry experience a plus.
We are an equal opportunities employer and welcome applications from diverse candidates. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. If you're ready to challenge your limits and build your future, join us.
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