Vice President, Client Operations
On-site · Boston, Massachusetts, United States
Job Summary
VP, Client Operations Manager role based in Boston, MA. Own the end-to-end service relationship for premier clients across all operational deliverables and service interactions; serve as the primary operational contact for client inquiries, issue management, and service-related matters; lead and coordinate the operational delivery of client change initiatives with minimal disruption; build and maintain relationships with senior client stakeholders including Transfer Agency oversight; identify service issues, risks, and opportunities for process improvement; participate in and lead client service review meetings; deliver benchmarking insights and operational data to support client discussions; promote efficiency by reducing manual processes and aligning to standard operating models; manage client escalations through investigation, root-cause analysis, and action planning; requires Bachelor’s degree or equivalent experience and experience in client operations within financial services; strong communication, analytical, problem-solving, and cross-functional collaboration skills.
Required Qualifications
- Bachelor’s degree or equivalent relevant experience
- Experience in client operations, fund services, transfer agency, or a related financial services environment
- Demonstrated experience managing client relationships and supporting complex service delivery models
- Experience leading or supporting operational change initiatives
- Strong understanding of client servicing, operational processes, and service delivery controls
- Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making
- Strong client relationship management skills
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Effective issue and escalation management capability
- Ability to collaborate across functions and influence stakeholders
- Strong organizational and prioritization skills
- Proactive and client-focused approach
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