Client Operations Project Lead

Phyton Talent Advisors; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Phyton Talent Advisors seeks a highly organized Client Operations Project Manager to support client operations, project execution, and legal entity management within a fast-paced financial services environment. This role involves coordinating with internal and external stakeholders, tracking deliverables, and ensuring timely completion of initiatives with strong attention to detail and ownership.

2+ years in related fields, Excel proficiency, and clear communication with senior stakeholders are

Qualifications

• 2+ years of experience in financial services, client operations, project management, regulatory operations, or a related field.
• Experience managing projects, coordinating deliverables, or overseeing operational processes.
• Financial services or investment management experience strongly preferred.
• Familiarity with legal entity management, entity dissolution, fund structures, or regulatory processes is a plus.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Proven ability to manage multiple priorities, meet deadlines, and drive action items to completion.
• Excellent written and verbal communication skills, including experience interacting with senior stakeholders and clients.
• Strong analytical, problem-solving, and process improvement skills.
• Ability to work independently, take ownership of responsibilities, and proactively resolve challenges.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Experience preparing project trackers, reports, and KPI metrics.
• Bachelor's degree preferred but not required.

Responsibilities

• Manage multiple client projects and operational initiatives, ensuring timely completion of deliverables and milestones.
• Support legal entity management and dissolution processes, including tracking outstanding account activity, documentation, legal matters, and required approvals.
• Review and coordinate entity-level documentation, financial records, checks, and other materials requiring approval or sign-off.
• Serve as a key point of contact for assigned clients, providing ongoing operational and project support.
• Coordinate with internal teams, senior stakeholders, and third-party vendors to resolve outstanding items and ensure project completion.
• Develop and maintain project trackers, monitor deadlines, and provide regular updates on progress, milestones, and challenges.
• Lead client meetings and communicate project updates, outstanding action items, and next steps.
• Identify process gaps, recommend improvements, and implement solutions to improve operational efficiency.
• Review and interpret entity-level documentation from various sources.
• Maintain accurate client records and data across internal systems, ensuring consistency and completeness.
• Collaborate with clients to understand evolving requirements and implement new workflows and processes.
• Monitor and report key performance indicators (KPIs) and project metrics to management.
• Build and maintain strong relationships with clients, business partners, and cross-functional teams.
• Support additional operational and project management initiatives as needed.

Skills

Project management

Client operations

Regulatory operations

Communication skills

Analytical skills

Process improvement

Microsoft Excel

Education

Bachelor's degree preferred

Tools

Microsoft Excel

Job description

Phyton Talent Advisors seeks a highly organized Client Operations Project Manager to support client operations, project execution, and legal entity management within a fast-paced financial services environment. This role involves coordinating with internal and external stakeholders, tracking deliverables, and ensuring timely completion of initiatives with strong attention to detail and ownership.

2+ years in related fields, Excel proficiency, and clear communication with senior stakeholders are