Client Management Specialist

1 month ago

New York, New York, United States LendingClub Bank Full time
About the Role

Our Client Management & Operations team supports over 200 institutional investors, including banks, asset managers, and other large non-bank investors. The Client Management Specialist will work cross-functionally with internal teams to reduce friction for investors. This includes understanding the flow of institutional client lifecycle from diligence through to relationship management. The ideal candidate will have excellent written and verbal communication skills, experience in Operations and/or Customer Service, and a general knowledge and understanding of financial products and terminology.

Responsibilities
  • Work cross-functionally with internal teams to reduce friction for investors.
  • Understand the flow of institutional client lifecycle from diligence through to relationship management.
  • Serve as dedicated servicing and sales operations contact, supporting the sales team in delivering superior service experience to clients and related third parties.
  • Assist with on-boarding new investors by collecting and reviewing account (KYC) documentation for accuracy and identifying areas to improve the investor onboarding experience.
  • Work with third parties such as data agents and trustees to set up and provide ongoing support for capital markets products.
  • Assist with internal and external audit efforts as required by the business and our investors.
  • Perform reconciliations of loan and cash movements for investors and to support the Bank's capital markets activities.
  • Receive and process requests for investor funds movement while identifying opportunities to improve current processes and controls, alongside our treasury operations team.
  • Work on "ad hoc" projects and investor requests as needed, end to end, with full ownership and a "can do" attitude without feeling "above" any project at hand.
About You
  • Up to 2 years' experience in a related role.
  • Excellent written and verbal communication skills.
  • Experience in Operations and/or Customer Service preferred.
  • General knowledge and understanding of financial products and terminology.
  • Demonstrated ability to evaluate and balance team and individual workloads through effective time management, prioritization, and organizational skills in a fast-paced environment.
  • Ability to pivot on short notice to meet the needs of the business.
  • Ability to thrive in an environment driven by change and improvement.
  • Excellent computer skills and experience with SQL, Jira, Salesforce, Excel, Word, and PowerPoint a plus.
  • Strong attention to accuracy and detail is necessary.
  • Bachelor's degree or higher in a related field, or equivalent work experience.
Work Location
New York

We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays, and Thursdays.

Time Zone Requirements
Local hours (ET)

Compensation
The target base salary range for this position is 71,000-80,000. The position is also eligible to receive a bonus (which is based on company performance, employee performance and eligible earnings), equity, and benefits. Our salary ranges, other compensation and benefits offered are determined by role, experience level and location.

We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.

#LI-Hybrid
#LI-GB1

LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.

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