Plays a pivotal role in ensuring exceptional client service within Client Operations & Reporting.
Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
Leverages expertise in client operations to deliver high-quality service and support the business's growth objectives.
Requirements
Bachelor’s degree in Business, Finance, or a related field. Advanced degree or professional certification preferred.
Typically 7-12 years of experience.
Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
Proficiency in client service operations and a thorough understanding of industry regulations and standards.
Client Service/Operations experience within financial services is strongly preferred.