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    Client Operations Manager - Atlanta, United States - ICON Consultants, LP

    ICON Consultants, LP
    ICON Consultants, LP Atlanta, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description
    • 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

    Work Experience / Knowledge:

    • 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
    • Relationship management, including senior level relationships
    • Strong 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

    Skills / Other Personal Attributes Required:

    • Excellent verbal and written communication skills; transparent with open communication
    • Tech savvy with strong knowledge of the Microsoft suite of products, but specifically advanced Excel and Access skills
    • Uses a logical framework to gather all relevant facts to make decisions, and drive actions that go beyond job requirements
    • 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 client service focus and reputation within the financial services industry
    • Earns credibility while able to motivate, engage and build trust – influencing without authority
    • Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization
    • 'Can do' and enthusiastic attitude with strong client/sales support bias, showing initiative and seeking to embrace evolving requirements, with a focus on quality and consistency at all times
    • Comfortable making decisions and resolving issues
    • Builds and executes realistic plans
    • Shows drive and initiative
    • Actively seeks feedback to continuously improve self and the team
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