Client Operations (Onboarding) Manager at The Planet Group

Client Operations Manager
Contract: 5 months
Location: Houston, TX or Atlanta, GA

Must Haves:

• 8+ years of direct Investment Operations experience in the asset management industry
• 5+ years of direct client service experience in the asset management industry
• 5+ years of Account OnBoarding and Transitions experience in the asset management industry
• Strong understanding of account onboarding requirements in the asset management industry
• Account Transitions specifically account openings, closures, and transfers-in-kind

Preferred:

• Existing asset management product knowledge would be beneficial

Job Summary/Description: Your role as a Client Operations Manager is critical to America's Service Delivery function. Your productivity in this role directly impacts the amount of value this company can provide our business clients daily. The expectation of a COM is to be able to have the ability to communicate clearly and effectively, demonstrate your understanding of the onboarding and transition process, comprehend and decipher what is being asked of you by internal business partners and clients, and respond to these inquiries and requests with a sense of urgency and proactiveness.


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; participating in external industry meetings, ensuring we are in line with our competitors if not ahead with regards to deliverables