Client Operations Specialist

What We're Looking For:

• Someone comfortable with math, numbers, and lots of data
• Someone who is proud of getting every single detail right (especially when there are a lot of high stakes details)
• Someone who can pick up on patterns, dig deeper to find answers, and solve problems

Candidates from non-industry backgrounds with strong transferable skills are encouraged to apply, particularly those with experience in the qualifications down below.


OVERVIEW


We are seeking a Client Operations Specialist to be the liaison between this company and their newest client-a large, highly regulated financial institution.
This position will involve data and file management, reconciliations, client communication, and problem solving in a role where targeted accuracy is at 99.5%. You'll be reviewing spreadsheets, noticing and investigating discrepancies, fixing the balance sheets, and prevent repeat issues.


There will be lots of training, so industry experience isn't a must. What is required is the ability to thrive in a highly regulated environment with lots of data and shifting priorities - while still being a dependable go-to for our client.


DUTIES & DETAILS:

• Manage recurring daily client files, reports, reconciliations, and deliverables
• Process and monitor financial and account-level data according to established deadlines and client requirements
• Review files and reports for completeness and accuracy before delivery
• Complete reconciliations and investigate differences when data does not balance as expected
• Maintain a high level of accuracy while working efficiently in a deadline-driven environment
• Investigate failed files, exceptions, discrepancies, and other unusual results
• Identify patterns and potential root causes rather than simply reporting that a problem occurred
• Respond professionally to client and internal emails regarding files, data, processes, and operational questions
• Become a subject-matter expert on assigned client files, requirements, and operational processes
• Use Excel regularly to organize, review, compare, validate, and reconcile information
• Assist with special projects, system changes, audits, process documentation, and other client-related initiatives
• Communicate risks, competing priorities, and potential missed deadlines appropriately rather than allowing issues to go unaddressed
• Build effective working relationships with both the client and internal teams
• Extensive hands-on training provided
• Initial work will be performed closely alongside the team while learning client processes and requirements
• Monday-Friday, 8 5pm, with very occasional Saturday work not to exceed 40 hours a week

QUALIFICATIONS:

• High school diploma or equivalent required
• Bachelor's degree preferred but not required
• No specific industry experience required
• Able to work 40 hours a week (very occasionally some Saturdays for a few hours but you will not work more than 40 hours a week)

IF YOU HAVE THESE TRAITS, CONSIDER APPLYING:

• Exceptional attention to detail
• Commitment to producing accurate, complete work
• Strong organizational and task-management skills
• Comfortable working with numbers, calculations, data, etc.
• Able to manage a recurring workload with multiple deadlines and varying levels of complexity
• Strong critical-thinking and problem-solving abilities
• Natural curiosity and willingness to investigate why something occurred instead of accepting an unexplained result
• Ability to recognize patterns, connect related issues, and determine appropriate next steps
• Comfortable learning and consistently following established procedures
• Able to learn new technology, systems, processes, and terminology
• Working knowledge of Microsoft Excel, with the aptitude to develop stronger Excel skills through training
• Professional written and verbal communication skills
• Comfortable communicating directly with clients by email and phone
• Able to appropriately prioritize competing requests and communicate when deadlines or priorities conflict
• Capable of working independently after training while knowing when to escalate or ask for assistance
• SQL, MySQL, basic database querying, or similar technical experience is a plus but not required as training is provided

PAY & BENEFITS:

• $45k-$50k/year
• Full-time schedule of 40 hours per week
• Profit Sharing Opportunity
• Potential hybrid schedule after a minimum of 60 days
• Very occasional Saturday work can be completed remotely
• When weekend work is necessary, hours will be adjusted elsewhere in the workweek to maintain a 40-hour schedule

NEXT STEPS IF SELECTED:

• Assessments & Recruiter Video Interview
• Company Video Interview
• Company In-Person Interview