AI-Driven Client Engagement Ops Analyst

Chatham Financial Company; Denver (CO); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K

Paid time off

Paid holidays

Job summary

Chatham Financial Company is seeking an Analyst or Associate for the Client Engagement Operations team. The role supports Relationship Managers and advisory teams across US offices as well as London, Amsterdam, Singapore and Melbourne, based in Denver, CO or Kennett Square, PA.

The position emphasizes operational support, data quality, and tooling to strengthen client relationships and drive future opportunities.

Qualifications

• 2+ years of experience in financial services or consulting.
• Experience in sales operations or revenue operations preferred.

Responsibilities

• Provide global support to Relationship Managers and advisory teams.
• Help deliver a seamless, high-quality client experience and faster solutions.
• Identify and prioritize future industry solutions for the business.

Skills

Excel

LLMs/AI tools

Critical thinking

Attention to detail

Multitasking

Tech-forward

Tools

Microsoft Excel

Job description

Chatham Financial Company is seeking an Analyst or Associate for the Client Engagement Operations team. The role supports Relationship Managers and advisory teams across US offices as well as London, Amsterdam, Singapore and Melbourne, based in Denver, CO or Kennett Square, PA.

The position emphasizes operational support, data quality, and tooling to strengthen client relationships and drive future opportunities.