Client Operations Manager
Apply NowCompany: Metasys Technologies, Inc.
Location: Atlanta, GA 30349
Description:
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
Work Experience / Knowledge:
8+ years of direct Investment Operations experience in the asset management industry
5+ years of Account OnBoarding and/or Transitions experience in the asset management industry
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 Client product knowledge would be beneficial
Skills / Other Personal Attributes Required:
Excellent verbal and written communication skills; transparent with open communication
Knowledge of Microsoft suite of products, but specifically advanced Excel
Uses a logical framework to gather all relevant facts to make decisions and drive actions
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 interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization
Ability to make decisions and resolve issues
Shows drive and initiative
Actively seeks feedback to continuously improve self and the team
Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
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
Work Experience / Knowledge:
8+ years of direct Investment Operations experience in the asset management industry
5+ years of Account OnBoarding and/or Transitions experience in the asset management industry
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 Client product knowledge would be beneficial
Skills / Other Personal Attributes Required:
Excellent verbal and written communication skills; transparent with open communication
Knowledge of Microsoft suite of products, but specifically advanced Excel
Uses a logical framework to gather all relevant facts to make decisions and drive actions
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 interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization
Ability to make decisions and resolve issues
Shows drive and initiative
Actively seeks feedback to continuously improve self and the team
Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.