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We are looking for a Client Operations Associate to support portfolio management activities and strengthen client relationships. This role requires a proactive individual with strong organizational skills to manage projects, oversee portfolio performance, and ensure seamless client communication. Based in Coronado, California, this position is ideal for someone with a passion for delivering exceptional service and driving operational excellence.
Job Responsibility:
Oversee portfolio performance and ensure alignment with client objectives
Provide consistent and clear communication to clients regarding portfolio updates and project progress
Manage project timelines, budgets, and deliverables within the Project Management Office framework
Coordinate and oversee change requests to ensure timely and accurate implementation
Collaborate with internal teams to optimize processes related to portfolio and collection management
Maintain compliance with FINRA regulations and ensure adherence to all industry standards
Identify and implement improvements to enhance operational efficiency and client satisfaction
Monitor and report on portfolio metrics to provide actionable insights
Support the development and execution of strategic initiatives to strengthen client relationships
Resolve client issues promptly and effectively, ensuring a positive experience
Requirements:
Minimum of 3 years of experience in portfolio management or client operations
Proficiency in Project Management Office (PMO) methodologies and frameworks
Proven ability to manage IT-related projects and oversee change request processes
Strong understanding of portfolio management principles and practices
Familiarity with collection processes and handling financial portfolios
Knowledge of FINRA regulations and compliance requirements
Excellent communication and interpersonal skills to foster client relationships
Detail-oriented with strong analytical and problem-solving abilities
What we offer:
medical, vision, dental, and life and disability insurance