Operations Client Relationship Management Associate
Jobtailor
Partner with Sales, SRM (Senior Relationship Manager) Front Office Client Account Management, Operations and other corporate functions to facilitate client relationships. Maintain regular communication with clients to support a best-in-class client service experience. Coordinate across corporate functions to ensure clients’ needs are met. Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients. Prepare high-quality client materials for meetings and in response to client requests. Summarise periodic client metrics collaborating with the Business Transformation function. Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives. Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery. Requirements Minimum of three years’ experience within financial services, ideally within operations, post-trade services, or client relationship management functions Strong knowledge of financial service products and associated processes Understanding of post-trade operations, settlement processes and reconciliation procedures Familiarity with regulatory frameworks Client query management and troubleshooting Excellent written and verbal communication skills Attention to detail, as well as the ability to solve problems quickly and efficiently Understand risk and control frameworks, with the ability to elevate effectively Strong time management and ability to work under pressure Core understanding of technology and AI, including how these tools can be used to improve operational processes and client service outcomes Core Competencies Demonstrates expertise in client relationship management and post-trade operations, with a strong focus on financial services products and processes. Proficient in utilizing technology and AI to enhance operational efficiency and client service delivery. Highest-signal resume keywords Client Relationship Management Post-Trade Operations Financial Services Knowledge Regulatory Framework Familiarity ATS Optimization Keywords Hard Skills Post-Trade Services Settlement Processes Reconciliation Procedures Client Query Management Risk and Control Frameworks Soft Skills Excellent Communication Skills Attention to Detail Time Management Ability to Work Under Pressure Industry Keywords Financial Services Client Account Management Corporate Functions Business Transformation Tools & Technologies Vendor Solutions Market Capabilities Operational Service Delivery AI Tools #J-18808-Ljbffr Jobtailor
$105k - $153k
...difference for every client, organization, and community... ..., building long-term relationships, serving society, and... ...”/ Jr Relationship Manager "JRM".Developing... ...balanced strategic and operational business plan,... ...required.3+ years for Associate of professional experience...OperationsFull timeWork at officeLocal areaRemote work$160k - $180k
## Senior Associate, Global Client Group - Diligence Management (Infrastructure/Energy)Applylocations: New York, New Yorktime... ...00+ year heritage of owning and operating assets and businesses that form... ...GCG also manages institutional relationships, strategic partnerships and...OperationsOdd jobWork at officeFlexible hours- A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree...Suggested
$105k - $120k
About Investment Management Investment Management strives to deliver exceptional... ...care. Senior Analyst or Associate, Business Development (Talent Pipeline... ...identifying, engaging, and cultivating relationships with prospective clients. Operating at the intersection of...OperationsWork at office- New York, NYGlobal Client Group - Strategy Specialist Group /Full... ...estate and infrastructure owner, operator, lender, and developer. Our... ...strategic thinking, project management and analytical skills to help... ...salary range is typically associated with the minimum experience required...Operations16 hoursFull timeLocal area
$72k - $80k
NFP Corp is seeking an Asset Management Associate based in New York, NY. This role serves as the primary operational execution point for the Lenox Asset Management department, handling responsibilities like client onboarding and account management. Effective communication...Operations$160k - $180k
...- 225 Liberty Street, 8th Floor, Business - Global Client Group Overview The Associate will manage all aspects of the due diligence process for private... ...team. Collaborate with Investor Relations, Tax, Legal, Operations and other subject‑matter experts to address investor...OperationsOdd jobTemporary workWork at office- ...pre-IPO companies. We're a client-facing team that works... ...for someone who wants to manage up and wait for direction.... ...looking to learn. The Senior Associate who joins the team will have... ...ownership: over client relationships, over operational processes, and over how the...OperationsWork at officeFlexible hours
$74k - $84k
Job Description Job Duties: Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations... ..., Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in the...OperationsWork at office- ...company that automates the management of private investments, improving... ...of 200+, serving over 400 clients, including several of... ...We’re looking for a Senior Associate to support Arch’s various client... ...advisory firms. You’ll focus on operational execution, data quality,...OperationsFull timeWork at officeRelocation
- ...team helping high-profile clients understand, analyze, and respond... ...seeking a Senior Associate to join our State and Local... ...after preparation Build and manage client relationships, and supervise, mentor, and... ..., and safeguard business operations and company reputation. Pursuant...OperationsLocal area
- ...KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting practice.... ...enablement that includes Customer Relationship Management (CRM)/SPM, sales culture and sales... ...a resource and key team member on client and KPMG work teams throughout the...OperationsH1bLocal area
$85k - $145k
...the US financial performance management (FPM) team in performing... ...management reporting, annual operating plan/5 Year Outlook, strategic... ...trusted advice to help our clients thrive and communities prosper... ...to building close relationships with clientsThe good-faith expected...OperationsFull timeWork at officeFlexible hours- ...re in the right spot.As an Associate in Partnerships and... ...partnership initiatives.Develop and manage strong relationships with key stakeholders,... ...stakeholders across product, sales, operations, and technology teams.... ...and government clients under the J.P. Morgan and...Operations
- ...helping high-profile clients understand, analyze, and... ...Tax - Senior Associate (NYFS) to join our International... ...with a focus on asset managers, private equity and... ...and portfolio companies operating globallyQualifications... ...adverse, and negative relationship with some of the...OperationsFixed term contractLocal area
$90k - $135k
...OverviewCalvert Research and Management (CRM) is seeking a... ...investment teams, clients, boards and other... ..., legal, compliance, operations, sales, marketing, RFP... ...working style and strong relationship-building skills, with... ....Reporting LineThe Associate, Engagement and Proxy...OperationsTemporary workWork at officeRemote work- ...and participants. As an Associate in Business Operations - Kinexys Governance, you... ...roleProject and process management skills, including proven... ...issuesAbility to forge strong relationships across a broad range of... ...institutional and government clients under the J.P. Morgan and...OperationsWork at office
- ...currently seeking a Senior Associate, Workforce Management-UKG to join our... ...quality, and compliance Led client-facing stakeholder engagement... ...direct, adverse, and negative relationship with some of the material... ..., and safeguard business operations and company reputation....OperationsH1bLocal area
- ...currently seeking aSr. Associate, Strategic Change Management for our Consulting practice... ....Responsibilities:Lead client service delivery teams... ...correctionBuild long-term business relationships with key executives... ...and safeguard business operations and company reputation....OperationsWork experience placementH1bLocal area
$85k - $160k
...IMPACTAre you an exceptional Associate ready to tackle the... ...Wealth Management, Goldman Sachs helps empower clients and customers around the... ...enablers in daily business operations.The Associate for this... ...action plans Effective relationship building skills and the...OperationsFull timeTemporary workPart timeShift work$70k - $135k
...securities, investment management and wealth management... ...'s employees serve clients worldwide including corporations... ..., and deepening relationships over time.The Path to... ...Vice President/Associate of the team, you will... ...strategic projects and operational improvements. The...OperationsTemporary workWork at officeWorldwide- Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)Location: 270 Park... ...liquidity considerations, and client/account impact.Create,... ...record of building relationships and partnering... ...(investment, trading, operations, and client-facing teams...Operations
- ...possibilities for our clients. By delivering the... ...distinctive investment management capabilities, we provide... ....Your TeamThe Senior Associate will join Invesco's... ..., Compliance, and Operations to develop high-quality... ...internal and external relationships across investment,...OperationsFull timeWork at officeFlexible hours
- As an ETF Platform Management Associate within our ETF Platform team, you will... ..., Legal, Risk, Compliance, Operations and Technology) to manage... ...get up to speed and build relationships.Independently drive product... ...institutional and government clients under the J.P. Morgan and...OperationsFlexible hours
$96.4k - $160.6k
...global borrowers, building managing sales and after-sales processes, relationship management, working... ...relations, compliance and operations to create effective and... ...s business. The senior associate is also expected to... ...accustomed to serving clients in a fast‑paced, highly...OperationsFull timePart timeInternshipLocal area- Louis Vuitton Store Manager role in New York leads the team and drives the business... ...management and coaching to build sustainable client relationships and deliver the Louis Vuitton promise.... ..., and be accountable for store operations and budget. A luxury retail background...Operations
- ...LLCJob DescriptionTitle: Associate/Vice President-... ...York, NYJob description:Client seeks candidates at... ...Engagement Execution and Operations - Execution is... ...developing new client relationships, including new prospect... ...attending meetings with Managing Directors. • Firm...OperationsPermanent employmentInternship
$110k - $125k
...securities, investment management and wealth management... ...'s employees serve clients worldwide including corporations... ...Analyst to Associate level candidate to... ...maker and build firm relationships Assist desk with daily... ...trading desks, research, operations, and finance Required...OperationsTemporary workWorldwide- ...Our client is a multi-family office in NYC that manages a substantial amount of capital for a small... ...a Client Portfolio Associate based in NYC. The Associate... ...client management, and operations to help support and... ...advice Ongoing client relationship management, portfolio monitoring...OperationsWork at office
- ...financial services firm is seeking a Private Client Investment Associate in New York City. This role requires... ...exceptional service to Private Client Advisors by managing operational requests and fostering client relationships. Candidates must obtain necessary licenses including...Operations
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