Operations Client Service, Senior Associate

Who we are looking for 

Client Service Senior Associate with experience in relationship management, strong verbal and written communication skills, and must possess leadership and problem-solving skills. Minimum of 1-3 years of related experience, preferably in insurance financial services industry, BS/BA degree required. Knowledge of double-entry accounting, including ledger preparation/review/controls is a requirement. Position is located in our Kansas City, MO office and will be part of a 8–10 person team supporting approximately 15 clients. 

Why this role is important to us 

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.  

Join us if making your mark in the financial services industry from day one is a challenge you are up for. 

What you will be responsible for 

• As Client Service Senior Associate, you will 

• Accountable to the client for all service deliverables versus contracts, SLAs, KPIs 

• Ownership of all client escalations, issues and incidents to resolution  

• Responsible for ongoing review of op model effectiveness and driving required changes 

• Implements review meeting structure and leads service remediation meetings 

• Collaborates closely with Service Delivery and Accounting to drive accountability for delivery improvements to client 

• Closely interacts with Product, Business Onboarding teams and Global Delivery 

• Coordinates / manages new services, products, funds, market openings, client corporate activity, fund restructures closures etc. 

• Leads client through change activity related to operating model enhancements 

• Supports CS Lead in all activities and deliverables to client 

• Daily/weekly/monthly service monitoring, production of client-specific MI & trends 

• Initiatives and project tracking 

• Maintains client documentation tracker and action plan 

• Production of client meeting material and performance reporting 

What we value  

These skills will help you succeed in this role 

• Bachelor’s degree in finance, business or equivalent. Advanced degree preferred (CPA, MBA or MST). 

• At least two years of experience, preferably in a financial services organization, much of which must have been in a management or supervisory capacity preferred. 

• Demonstrated leadership and decision-making abilities. 

• knowledge of all products services and processes. 

• Working knowledge of financial securities markets, language and products as well as legal and regulatory requirement