Corps Team
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Gena Gonzales
Client Operations Manager
Posted: 04/04/2025
2025-04-04
2025-05-21
Employment Type:
Contract
Industry: Financial Services
Job Number: 17417
Field of Expertise: Other
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a leading independent investment management firm, is seeking an experienced Client Operations Manager for a 6+ month contract in Atlanta, Georgia. This role is hybrid with three days per week onsite.
Responsibilities:
Work Experience / Knowledge:
Skills / Other Personal Attributes Required:
Responsibilities:
- Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations
- Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings
- Act as central point of contact for institutional clients related to all of their operational requests
- Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients
- Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution
- Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary
- Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed
- Contribute to the firm's Client Order Management process and execute with new client mandates
- Provide regular briefings to the Head of COM on significant issues; escalate any likelihood of failure to complete processes by deadlines
- Work collaboratively with the team to ensure robust and timely metrics are produced
- Keep up to date with market and regulatory changes
Work Experience / Knowledge:
- 8+ years of direct Investment Operations experience in the asset management industry
- 5+ years of Account OnBoarding and/or Transitions experience in the asset management industry
- Understanding of account onboarding requirements in the asset management industry
- Account Transitions specifically account openings, closures, and transfers-in-kind
- Leading and influencing without authority
- Proprietary and Institutional client servicing
- Strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems
- Ability to conduct complex analysis and present data in a meaningful way
- Ability and demonstrated track record of reviewing processes and making enhancements
- Ability to work through complex project requirements with internal and external partners
- Ability to challenge effectively and promote change
- Experience dealing with cross-divisional issues and prioritization
- Strong working knowledge of robust operating procedures and controls
- Broad asset management product knowledge and understanding
- Existing client product knowledge would be beneficial
Skills / Other Personal Attributes Required:
- Excellent verbal and written communication skills; transparent with open communication
- Knowledge of Microsoft suite of products, but specifically advanced Excel
- Uses a logical framework to gather all relevant facts to make decisions and drive actions
- Demonstrate solid independent judgment when solving business issues
- Strong attention to detail with ability to identify problems, seek solutions, and deliver
- Proven time management and prioritization skills
- Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization
- Ability to make decisions and resolve issues
- Shows drive and initiative
- Actively seeks feedback to continuously improve self and the team
Meet Your Recruiter
Gena Gonzales
Senior Recruiting Consultant
Gena joined Corps Team in 2021 and has over 12 years of recruiting experience focusing on IT, Engineering and Professional Services. She also has experience in start-up and corporate environments with consultative full life cycle recruitment background, administrative support and HR background. She is skilled at building relationships with employees across all levels of an organization, multitasking and adapting to meet any changing organizational needs. Gena has a Bachelors degree in Journalism and a minor in Speech Communications.
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