Client Onboarding Operations Lead

guggenheiminvestment; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Guggenheim Investments is seeking a Client Service Support to act as the internal operations lead for a dedicated client service team in New York City. The role drives timely onboarding execution and coordinates tasks across internal stakeholders, reporting to the Deputy Head of Client Service Operations.

The ideal candidate has 2+ years in asset-management operations or client support, with strong project coordination, Salesforce, Excel, PowerPoint, and Outlook skills, and the ability to manage

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years of experience in operations, client support, or project coordination within asset management.
• 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 all internal stakeholders.
• Provide expertise as an operational subject matter expert with regards to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.
• Coordinate the opening and closing of client accounts on the accounting platform using the client and account utilities.
• Gather, organize, and track onboarding documentation and requirements using Salesforce and other tracking systems.
• Coordinate with operations, legal, compliance, investment management, and other internal teams to execute onboarding tasks.
• Assist with handling internal operational items, coordinating across functional areas to address client needs
• Provide day-to-day operational support to the Senior Client Service Executive.
• Work closely with Junior Client Service Associate on daily operational.
• Maintain accurate, up-to-date client information, files, and documentation in Salesforce: meeting notes, communications, action items, reports, presentations, and correspondence. Ensure data consistency across all client records.
• Support preparation and coordination of timely DDQ responses across internal teams.

Skills

Project coordination

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

PowerPoint

Outlook

Job description

Guggenheim Investments is seeking a Client Service Support to act as the internal operations lead for a dedicated client service team in New York City. The role drives timely onboarding execution and coordinates tasks across internal stakeholders, reporting to the Deputy Head of Client Service Operations.

The ideal candidate has 2+ years in asset-management operations or client support, with strong project coordination, Salesforce, Excel, PowerPoint, and Outlook skills, and the ability to manage