Client Operations Support professional managing client lifecycle and operational processes in the financial services industry. Organized and client-focused with strong attention to detail.
Responsibilities
Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
Daily monitoring of client mailboxes and timely actioning of client queries
Coordination of task delivery across various servicing teams
Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
Managing client complaints/issues: documenting, resolving, and escalating when needed
Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
Assist in management of contracts, invoicing details
Help document SOPs, and training materials for operational tasks
Act as a backup for other team members
Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
Work with marketing or business teams on client communications
Requirements
Minimum 3 years of experience in the financial industry, ideally in a client-facing role
Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
Excellent attention to detail and a high degree of accuracy when working with data
Customer-centric approach with strong communication and interpersonal skills
Proactive problem-solver who takes initiative and ownership of tasks
Ability to work independently and as part of a cross-functional team
Fluency in English (written and verbal) — additional languages are a plus
Willingness to learn and adapt in a constantly evolving environment
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