Job Description

You will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.

The client service team that provides comprehensive, in-depth consulting, support and leadership to the team and business partners. The Senior Consultant carries out activities and projects that are larger in scope and more cross-functional and technically difficult. The role is balanced between high level operational execution and development and the implementation of strategic direction for business activities. The Senior Consultant plays a key role in ensuring service quality and is seen as a key advisor on significant business decisions

Additional responsibilities include:

• Providing client service through the execution of daily functions and tasks
• Driving the development, maintenance and adoption of standard desktop procedures
• Performing root cause analysis and escalate repetitive operational problems to management, works to resolve via formal action plan
• Working effectively both as a team member as well as an independent, self-motivated individual
• Providing oversight for multiple projects of various complexities
• Assisting with the on-boarding and training of new Partners, which includes cross-training junior level Partners on other functions
• Serving as a key subject matter expert for both regional and global business optimization initiatives
• Identifying opportunities for improvement within existing technology applications while serving as a liaison with other Partner areas to drive resolution
• Ensuring timely responses to queries is provided by all team members
• Independently building relationships with internal and client contacts
• Understanding client's end-to-end process flows, business needs and deliverables
• Resolving client issues or inquiries with limited input
• Understanding current Service Level Agreements (SLAs) that are directly related to job function(s)
• Driving the engagement of other Partners as appropriate to solve client inquiries/issues
• Lead regular and ad-hoc client facing meetings and conference calls

Required Knowledge, Skills, and Abilities

• Previous experience in either Financial Industry Operations, Asset Management or Investment Operations is a plus
• Strong client services skills
• Excellent attention to detail
• Previous exposure to business process and/or technology enhancement initiatives
• Excellent oral and written communication skills
• Knowledge of financial services, asset management and/or investment operations
• Demonstrated ability to priorities and escalate issues as appropriate
• Demonstrated organizational and analytical skills
• Demonstrated ability to adapt to change
• Self-Starter/ Takes initiative