Director of Institutional Operations & Client Services

CG Financial Services; Williamston (MI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Safe Harbor 401(k)

Health benefits

Job summary

CG Financial Services in Williamston is seeking a Manager of Institutional Operations & Client Services to oversee portfolio management and lead client service operations.

The ideal candidate will have demonstrated experience in institutional portfolio operations and establish clear standards for service delivery. This role involves managing a specialized team, enhancing operational efficiency, and ensuring compliance with regulatory requirements.

Qualifications

• Demonstrated experience in institutional portfolio management operations.
• Proven track record leading B2B client service operations.
• Strong cross-firm communication skills.

Responsibilities

• Oversee portfolio management operations and trade processing.
• Lead B2B client service and establish service standards.
• Manage a small operations team and drive accountability.

Skills

Institutional portfolio management operations

B2B client service operations

Communication skills

CRM proficiency

Tools

Portfolio accounting platforms

Workflow technology platforms

Job description

CG Financial Services in Williamston is seeking a Manager of Institutional Operations & Client Services to oversee portfolio management and lead client service operations.

The ideal candidate will have demonstrated experience in institutional portfolio operations and establish clear standards for service delivery. This role involves managing a specialized team, enhancing operational efficiency, and ensuring compliance with regulatory requirements.