Client Services

3 days ago

Dallas, Texas, United States G MASS Full time

We're supporting a leading financial services organisation in hiring a client/counterparty facing operations analyst. This role sits within a specialist team responsible for managing client engagements, enhancing operational processes and navigating complex legal entity and counterparty requirements across multiple jurisdictions.

You'll act as a key point of contact for clients and internal stakeholders, overseeing workflow delivery, interpreting legal and financial documentation and driving process improvements. This is a hands-on position suited to someone with strong project management capability, attention to detail, and confidence working across cross-functional teams.

Key Responsibilities:

  • Manage multiple client requests and ensure deliverables are executed on time.
  • Assess project scope and workflow plans, recommending and implementing process enhancements.
  • Oversee relationships with cross-functional teams and third-party vendors.
  • Maintain project trackers and lead client meetings, providing updates on progress, milestones and challenges.
  • Identify gaps in processes and project execution, resolving issues proactively.
  • Build long-term relationships with clients, partners and key stakeholders.
  • Review and interpret financial and legal entity documentation across diverse domains.
  • Become a subject matter expert on proprietary products and client business lines through complex engagements.
  • Work with clients to design and implement new requirements, workflows and enhancements.
Requirements
  • 2–3+ years' experience in a regulatory or control-focused role with demonstrable process management exposure.
  • Experience or understanding of legal entity lifecycles and associated workflows (preferred).
  • Experience in a Buy-Side organisation is preferred
  • Knowledge of derivatives would be advantageous
  • Familiarity with constitutional and financial documentation across multiple jurisdictions.
  • Comfortable operating under pressure with shifting client priorities.
  • Excellent communication skills, with the ability to simplify and present complex concepts to varied audiences.
  • Confident working independently and collaboratively at all levels.
  • Proficient in Microsoft Office; advanced Excel skills preferred.
Benefits

Paying up to $70,000 per annum.

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