Client Operations Manager
Softcard (acquired by Google)
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • Illinois • Kentucky • United States
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Salary
💰 $145,000 - $155,000 per year
About the role
- 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
- 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
- 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
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