Client Service and Operations Support, AVP
$80,000–$140,000 year
On-siteBoston, Massachusetts, United States or Burlington, Massachusetts, United States
Job Summary
Conduct daily SMA operational tasks supporting multiple clients, including daily/weekly reconciliations, new account setup, transaction entry, and sponsor file creation. Execute monthly performance activities such as checking for erroneous accounting data, reconciling to second sources, and resolving complex issues. Develop and maintain procedures, define requirements for client upgrades, and manage project plans for existing and new clients. Utilize AI tools to support growth and scale operations while adhering to compliance requirements for CRIMS implementation.
Required Qualifications
- Strong background in an asset servicing business
- Ideally with wealth management / managed accounts experience
- Experience within a wealth or asset management firm providing managed account solutions
- Proven track record defining business requirements related to system integration, workflow design, and overall business process definition
- Proven institutional investment operations depth with subject matter expertise in one or more of the following core areas: transaction management, reconciliations, corporate actions, performance measurement and attribution, derivatives, bank loans and collateral management
- Strong interpersonal and communications skills
- High ability to collaborate with others in a matrixed organization
- Experience with SQL
- Experience with MS SQL Server
Desired Qualifications
- Charles River IMS or securities trading software experience
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