Assistant Vice President, Client Service Operations

Assistant Vice President, Client Service Operations

About the Company

Expanding provider of investment management, research & trading services

Industry
Financial Services

Type
Public Company

Founded
1792

Employees
10,001+

Categories

• Financial Services
• Investment Management
• Consulting & Professional Services
• B2B
• Asset Management
• Boston
• Finance
• Insurance
• Publicly Traded
• Angel Investment
• Banking

Specialties

• investment management
• custodian
• etf
• financial products
• fund accounting
• relationship management
• research
• trading
• and investment servicing

Business Classifications

• B2B

About the Role

The Company is seeking an Assistant Vice President for a high-visibility, client-facing role that involves managing complex business queries and supporting a variety of client business management responsibilities. The successful candidate will be responsible for maintaining client relationships, managing client sentiment, and ensuring service levels are met. This role requires proficiency in enterprise platforms to serve as a cross-client subject matter expert and extensive interaction with internal support functions to enhance the client experience. The AVP will also be involved in change management administration, championing client inquiries, and influencing the preparation of various reports for senior management. Applicants must have 6-8 years of financial services experience in operational, technology, product management, or project capacity. Strong collaboration, influencing, and communication skills are essential, as is a strong sense of ownership and leadership. The role demands the ability to manage the impact of change on the client support model, anticipate critical risks, and facilitate problem resolution. The ideal candidate will be a recognized authority in the organization, operate with minimal supervision, and have a company-wide impact. The position requires a professional who can influence strategic direction and vision across business units and is adept at using a broad array of communication vehicles to lead and facilitate client change requests.

Functions

• Account Management/Optimization
• Operations