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Client Operations Specialist
Location: Chicago, IL (Hybrid)
Are you passionate about delivering exceptional client service within the financial services industry? Are you eager to work with a dynamic and growing team in the heart of Chicago? If so, we have an exciting opportunity for you!
Our client is a boutique independent investment advisory firm based in downtown Chicago, representing over $15 billion in assets for approximately 90 valued clients. Their firm specializes in investment reporting, management, and advisory services for a diverse range of clients, including foundations, endowments, pensions, family offices, and financial intermediaries.
About the Role:
As a Client Operations Specialist, you will play a crucial role in ensuring clients receive the highest level of service. This hybrid position involves collaborating with the investment and platform technology teams to manage and oversee each client's custom investment program. Your primary responsibilities will include meeting preparation, paperwork facilitation, and coordination with various stakeholders, such as clients, banks, custodians, and asset management firms. You'll also work closely with tax, legal, and internal technology platform professionals to support clients effectively.
Key Responsibilities:
Qualifications:
Salary: $80,000 bonus
Full Time
$84k-110k (estimate)
07/18/2024
09/12/2024
The following is the career advancement route for Client Operations Specialist positions, which can be used as a reference in future career path planning. As a Client Operations Specialist, it can be promoted into senior positions as a Business Process Optimization Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Operations Specialist. You can explore the career advancement for a Client Operations Specialist below and select your interested title to get hiring information.