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    Client Operations Manager - Atlanta, United States - Varite, Inc

    Varite, Inc
    Varite, Inc Atlanta, United States

    1 week ago

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    Description
    :

    Looking for someone with operation experience in an asset management firm. Open to candidates in Atlanta or Houston, but the preference is Atlanta.

    Summary:

    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 *** 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


    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
    • Existing *** product knowledge would be beneficial


    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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