Client Onboarding & Operations Lead

1341 Guggenheim Partners Investment Management Holdings, LLC; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Guggenheim Investments in New York City seeks a Client Service Support to lead internal operations for a dedicated client service team, coordinating onboarding, and account setup across stakeholders. This role aligns daily with senior and junior staff and reports to the Deputy Head of Client Service Operations.

The position requires a Bachelor's degree and 2+ years in asset-management operations or client support, with proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in operations, client support, or project coordination within asset management.
• Strong project coordination and workflow management skills.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Ensure timely communication of all required operational information for client accounts.
• Assist internal onboarding execution, serving as primary coordinator across internal stakeholders.
• Provide expertise as an operational subject matter expert for onboarding funds and SMAs.
• Coordinate opening and closing of client accounts on the accounting platform using client tools.
• Gather, organize, and track onboarding documentation using Salesforce and other systems.
• Coordinate with operations, legal, compliance, and investment management teams to execute onboarding tasks.
• Assist with handling internal operational items, coordinating across functional areas.
• Provide day-to-day operational support to the Senior Client Service Executive.
• Work closely with Junior Client Service Associate on daily operations.
• Maintain accurate client information, files, and documentation in Salesforce.
• Ensure data consistency across all client records.
• Support preparation and coordination of timely DDQ responses across internal teams.

Skills

Operations coordination

Client service

Communication

Education

Bachelor's degree

Tools

Salesforce

Excel

PowerPoint

Outlook

Job description

Guggenheim Investments in New York City seeks a Client Service Support to lead internal operations for a dedicated client service team, coordinating onboarding, and account setup across stakeholders. This role aligns daily with senior and junior staff and reports to the Deputy Head of Client Service Operations.

The position requires a Bachelor's degree and 2+ years in asset-management operations or client support, with proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook.