• Client Operations Manager

    Motion Recruitment Partners (Atlanta, GA)


    Client Operations Manager

     

    Atlanta, Georgia

     

    Hybrid

     

    Contract

     

    Up to $0.72/hr

     

    **Title:** Client Operations Manager

    Duration: 6+Month Contract (FTE potential for the right candidate)

    **Description:** Responsibilities:

     

    Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations

     

    Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings

     

    Act as central point of contact for institutional clients related to all of their operational requests

     

    Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients

     

    Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution

     

    Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary

     

    Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed

     

    Contribute to the firm's Client Order Management process and execute with new client mandates

     

    Provide regular briefings to the Head of COM on significant issues; escalate any likelihood of failure to complete processes by deadlines

     

    Work collaboratively with the team to ensure robust and timely metrics are produced

     

    Keep up to date with market and regulatory changes

    Work Experience / Knowledge:

    8+ years of direct Investment Operations experience in the asset management industry

     

    5+ years of Account OnBoarding and/or Transitions experience in the asset management industry

     

    Understanding of account onboarding requirements in the asset management industry

     

    Account Transitions specifically account openings, closures, and transfers-in-kind

     

    Leading and influencing without authority

     

    Proprietary and Institutional client servicing

     

    Strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems

     

    Ability to conduct complex analysis and present data in a meaningful way

     

    Ability and demonstrated track record of reviewing processes and making enhancements

     

    Ability to work through complex project requirements with internal and external partners

     

    Ability to challenge effectively and promote change

     

    Experience dealing with cross-divisional issues and prioritization

     

    Strong working knowledge of robust operating procedures and controls

     

    Broad asset management product knowledge and understanding

    Skills / Other Personal Attributes Required:

    Excellent verbal and written communication skills; transparent with open communication

     

    Knowledge of Microsoft suite of products, but specifically advanced Excel

     

    Uses a logical framework to gather all relevant facts to make decisions and drive actions

     

    Demonstrate solid independent judgment when solving business issues

     

    Strong attention to detail with ability to identify problems, seek solutions, and deliver

     

    Proven time management and prioritization skills

     

    Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization

     

    Ability to make decisions and resolve issues

     

    Shows drive and initiative

     

    Actively seeks feedback to continuously improve self and the team

    You will receive the following benefits:

    + Medical Insurance - Four medical plans to choose from for you and your family

    + Dental & Orthodontia Benefits

    + Vision Benefits

    + Health Savings Account (HSA)

    + Health and Dependent Care Flexible Spending Accounts

    + Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance

    + Hospital Indemnity Insurance

    + 401(k) including match with pre and post-tax options

    + Paid Sick Time Leave

    + Legal and Identity Protection Plans

    + Pre-tax Commuter Benefit

    + 529 College Saver Plan

     

    Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.

     

    **Posted by:** VMS Sourcing

    Specialization:

    + Accounting / Finance Professional