Associate, Client Service - Delaware

What you'd do

• Build and maintain strong relationships with consultant firms and clients, fostering trust, transparency, and effective communication.
• Act as a primary point of contact for operational servicing inquiries and partner with internal teams to resolve issues efficiently and accurately.
• Manage client expectations and drive effective communication regarding service delivery, project updates, and operational changes.
• Navigate the organization to identify and coordinate solutions for client service challenges, ensuring a seamless client experience.
• Support and eventually assume responsibility for independent consultant firm coverage and day-to-day client servicing activities.
• Partner with internal stakeholders to support requests for proposal (RFPs) and other client-related initiatives by researching and gathering operational data and insights.
• Participate in regulatory, platform, business, and client-focused projects that impact service delivery and client outcomes.
• Coordinate the timely and accurate delivery of client reporting, invoicing, pricing information, and other key client deliverables.
• Manage operational requests and communicate progress and completion status to relevant stakeholders.
• Identify service issues or operating events, conduct root cause analysis, implement corrective actions, and support the development of long-term process improvements.

What they want

• Bachelor's degree or equivalent experience.
• 5+ years of experience in financial services, client servicing, operations, relationship management, or a related field preferred.
• Demonstrated ability to build strong client and stakeholder relationships while managing multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills with experience identifying operational issues and driving process improvements.
• Excellent verbal and written communication skills with the ability to influence stakeholders and communicate effectively across functions.
• Strong organizational skills and the ability to manage deadlines while maintaining attention to detail and accuracy.
• Proficiency in Microsoft Office applications and the ability to quickly learn and navigate multiple systems and tools.
• Self-motivated with the ability to work independently while contributing effectively within a collaborative team environment.
• Interest in financial markets, investment management, and delivering exceptional client outcomes.