Client Onboarding & Operations Lead

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

Job summary

Guggenheim Investments is seeking a Client Service Support to lead internal operations for a dedicated client service team in New York City. You will drive timely onboarding execution and coordinate across internal stakeholders, ensuring checklists are complete and aligned with senior leadership.

Collaborating with the Senior Client Service Executive and Junior Client Service Associate, you will manage client information in Salesforce, coordinate onboarding tasks with operations, legal,

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years of experience in operations, client support, or project coordination within asset management.
• Proficiency with Salesforce (or similar CRM) and Microsoft Office suite.
• Strong attention to detail and organization; able to manage multiple tasks.

Responsibilities

• Ensure timely communication of all required operational information for client accounts.
• Assist onboarding execution as primary coordinator across internal stakeholders.
• Coordinate opening/closing of client accounts on the accounting platform.
• Maintain client information and documentation in Salesforce with accuracy.
• Support DDQ responses across internal teams and ensure compliance considerations.

Skills

Project coordination

Attention to detail

Written and verbal communication

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

Word

PowerPoint

Outlook

Job description

Guggenheim Investments is seeking a Client Service Support to lead internal operations for a dedicated client service team in New York City. You will drive timely onboarding execution and coordinate across internal stakeholders, ensuring checklists are complete and aligned with senior leadership.

Collaborating with the Senior Client Service Executive and Junior Client Service Associate, you will manage client information in Salesforce, coordinate onboarding tasks with operations, legal,