Client Operations Manager

Softcard (acquired by Google)

. Act as the central operational point of contact for institutional clients .

Posted 4/17/2026full-timeAtlanta • Illinois, Kentucky, Texas • 🇺🇸 United StatesSeniorLead💰 $145,000 - $155,000 per yearWebsite

About the role

Key responsibilities & impact

Act as the central operational point of contact for institutional clients
Partner with Sales and Relationship Managers to support client servicing and onboarding
Lead and monitor client onboarding and transitions, ensuring timely execution
Liaise across Trading, Legal, Compliance, Investments, Trust, and Operations
Resolve daily client inquiries and complex operational issues; escalate risks as needed
Ensure delivery against client SLAs and KPIs; track, log, and escalate issues
Identify process improvements, automation opportunities, and operational risk reductions
Provide regular updates to the Head of Client Operations
Stay current on market and regulatory developments affecting client serving
Drive continuous improvement, standardization, and scalability initiatives
Partner with technology and operations teams to implement automation and data solutions
Champion a culture of accountability, innovation, and operational excellence

Requirements

What you’ll need

8+ years of investment operations experience
5+ years of institutional client service experience
5+ years of onboarding and account transition experience
Strong understanding of asset management operations, regulatory requirements, and distribution channels
Proven ability to lead change, influence without authority, and manage cross‑functional priorities
Excellent analytical, communication, and stakeholder‑management skills
Strong Excel skills; tech‑savvy mindset preferred
Invesco product knowledge a plus
Strong verbal and written communication with a transparent, collaborative style
Tech‑savvy with strong Microsoft Office skills; advanced Excel preferred
Analytical, structured decision‑maker with sound independent judgment
High attention to detail with a proactive, solutions‑oriented mindset
Proven ability to manage priorities, deadlines, and complex workloads
Client‑centric approach with credibility in financial services
Strong interpersonal skills; able to build trust and influence without authority
Proactive, “can‑do” attitude with initiative and adaptability to change
Comfortable making decisions, resolving issues, and executing realistic plans
Results‑driven, self‑motivated, and open to feedback for continuous improvement
A Bachelor's Degree and/or equivalent work experience
Advanced degree or CFA preferred

Benefits

Comp & perks

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment operationsclient serviceonboardingaccount transitionasset management operationsregulatory requirementsExcelMicrosoft Officedata solutionsprocess improvements

Soft Skills

analytical skillscommunication skillsstakeholder managementinterpersonal skillsproactive mindsetresults-drivenadaptabilityattention to detaildecision-makingcollaborative style

Certifications

Bachelor's DegreeCFAadvanced degree