Institutional client service insurance sector

Green Key Resources; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Green Key Resources in New York seeks a seasoned client services professional to coordinate daily servicing activities and onboarding for institutional clients. You will partner with operations, compliance, and investment teams to ensure timely updates and thorough reporting.

The role requires 3–6 years in client service or relationship management, a Bachelor's degree, and strong organizational and communication abilities.

Qualifications

• Bachelor's degree required.
• 3–6 years in client service or relationship management within financial services.
• Experience coordinating cross-functional initiatives across multiple business areas.
• Excellent written, verbal, and interpersonal communication skills.

Responsibilities

• Coordinate daily client servicing activities, priorities, and account management initiatives.
• Ensure timely communication of operational updates related to client accounts and align with internal stakeholders.
• Assist onboarding of new clients, coordinate onboarding activities across operations, legal, compliance, and investment teams.
• Serve as a secondary contact for assigned client relationships and resolve issues promptly.
• Prepare and follow up for client meetings, business reviews, and strategic planning discussions.
• Monitor client inquiries and escalate complex issues to senior leadership with recommendations.
• Maintain documentation of client activity, relationships, and reporting materials.
• Ensure adherence to internal policies, regulatory requirements, and risk controls.
• Identify operational risks and opportunities for process improvements.

Skills

Organizational skills

Communication

Cross-functional coordination

Attention to detail

Relationship management

Education

Bachelor's degree in Business, Finance, Economics, or related discipline

Job description

• Partner with senior relationship managers to coordinate daily client servicing activities, priorities, and account management initiatives.
• Ensure timely and accurate communication of operational updates related to client accounts.
• Maintain alignment with internal stakeholders regarding client activity, outstanding requests, and service issues.
• Serve as a secondary point of contact for assigned client relationships, providing responsive support and issue resolution.
• Assist in the preparation and follow-up for client meetings, business reviews, and strategic planning discussions.
• Monitor client inquiries and ensure requests are addressed promptly and effectively.
• Escalate complex or non-routine issues to senior leadership with appropriate recommendations.
• Develop a strong understanding of client objectives, service expectations, and relationship priorities.
• Support the onboarding of new clients, accounts, investment vehicles, and related products.
• Coordinate onboarding activities across operations, legal, compliance, investment, and other internal teams.
• Act as an operational resource during onboarding, ensuring requirements are accurately documented and executed across all business areas.
• Coordinate the setup, maintenance, and closure of client accounts across internal systems.
• Maintain onboarding and offboarding documentation, workflows, and completion checklists.
• Track onboarding progress and communicate status updates to internal stakeholders.
• Prepare and review due diligence materials and client documentation for completeness and accuracy.
• Ensure a smooth transition from onboarding to ongoing relationship management and servicing.
• Partner with cross-functional teams to complete operational deliverables accurately and within established timelines.
• Escalate operational, trade support, or servicing issues when appropriate to ensure timely resolution.
• Collaborate with business partners to evaluate and enhance existing operational processes while supporting new initiatives.
• Work closely with client service, operations, and support teams to manage day-to-day activities.
• Identify operational risks, process inefficiencies, and opportunities for continuous improvement.
• Coordinate the production and delivery of recurring and ad hoc client reporting and communications.
• Partner with investment, operations, legal, compliance, finance, and other internal teams to address client needs.
• Prepare client presentations, reporting packages, and supporting documentation.
• Develop a strong understanding of investment strategies and products to support client inquiries.
• Maintain accurate client records, documentation, and relationship data within internal systems.
• Document key client contacts, preferences, meeting outcomes, and relationship history.
• Support scheduling, logistics, and coordination for client meetings and events.
• Ensure adherence to internal policies, regulatory requirements, and operational procedures.
• Contribute to ongoing process improvement initiatives that enhance client service and operational efficiency.

Qualifications

Required

• Bachelor's degree in Business, Finance, Economics, or a related discipline.
• 3-6 years of experience in client service, relationship management, operations, or account management within financial services.
• Experience coordinating cross-functional initiatives across multiple business areas.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities.
• Understanding of front-, middle-, and back-office operational workflows.
• Excellent written, verbal, and interpersonal communication skills.

Preferred

• Experience supporting institutional investors or sophisticated financial clients.
• Industry licensing (or willingness to obtain applicable registrations).
• Familiarity with alternative investments, private markets, structured products, or other complex investment vehicles.