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.
Media Consultant developing integrated cross - media strategies for advertising campaigns. Collaborating with expert teams within the Mediaplus group to execute planning and client services.
Director of Client Service Management working with Fidelity to support next - generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
Tax Director responsible for managing private client services at CBIZ, driving revenue growth, and ensuring quality control. Requires extensive experience in public accounting and leadership skills.
Client Service Specialist at hand2mind, responding to customer inquiries and managing order fulfillment for key B2B accounts. Focus on exceptional service and problem - solving in a fast - paced environment.
Client Service Associate at Optimal facilitating connections between clients and market experts. Seeking individuals passionate about a career in a dynamic, global environment.
Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.
Client Service Representative handling customer service duties at VCA Veterinary Emergency Service. Supporting clients in an emergency and specialty veterinary facility in Middleton, WI with various shifts available.
Client Service Specialist supporting sales and client management staff in health insurance solutions. Handling administrative tasks and client communication to enhance workflows and responsiveness.
Client Services Officer managing public transport and clearway parking enquiries for the Department of Transport and Planning. Providing advice, processing payments, and ensuring accurate record keeping in Melbourne.
Client Services Associate responsible for KYC due diligence and compliance checks for clients at Vistra. Collaborating with the team to maintain relationships and streamline processes.