Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
About the role
- Lead, Client Services Operations overseeing projects and team management in financial research and analysis. Engage in quality control, operational governance, and employee development for optimal performance.
Responsibilities
- Lead various internal/external projects by gathering project requirements and identify appropriate resource needs and track overall project progress.
- Perform extensive research and analysis on company, industry, sectors and economy.
- Perform through Quality check on the research and analysis performed by team member and ensure successful delivery of final output.
- Highlight any potential challenges to the process and delivery.
- Ensure timely follow up on upcoming projects and provide timely updates during live project runs.
- Ensure timely updation of Ms dynamics and any other tools, reports, regular updates by self and team members.
- Work on the capacity/FTE estimation in coordination with SMs.
- Design and develop operational dashboards with real-time/ daily metrics to track & monitor metrics.
Requirements
- Qualification: MBA in Finance.
- 5+ years of operations experience in financial research / analysis and a passion for data.
- 5+ years of experience in supervising teams, including training team members, reviewing their output and providing constructive feedback.
- Extensive experience in navigating and usage of market platforms like S&P Cap IQ, Bloomberg, Pitchbook, Refinitiv etc
- Strong Financial knowledge and familiarity with accounting concepts and financial statements.
- Excellent communication skills.
- Strong decision-making and strategic planning skills
- Strong people and project management skills
- Strong Stakeholder management skills including peers, operational leadership and project BUs.
- Excellent working knowledge on MS Excel, Word, Presentation and Reporting skills.
Benefits
- Ensure appropriate governance for your team and adherence to kroll policies.
- Employee Experience and Development: Ensure Pulse survey score is 80% and above.
- Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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