Institutional Client Services Specialist - Onboarding & Ops

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

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.