Operations Client Relationship Management Associate

Jobtailor; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a skilled Client Relationship Manager to support post-trade services and client accounts in a fast-paced financial services setting. The role focuses on maintaining client relationships, coordinating across functions, and driving operational initiatives using AI tools to enhance service delivery.

You will monitor pre- and post-trade activities, prepare client materials, and lead stakeholder discussions to meet client needs and regulatory standards.

Qualifications

• Minimum of three years of experience in financial services, ideally in operations, post-trade services, or client relationship management.
• Strong knowledge of financial service products and associated processes.
• Understanding of post-trade operations, settlement processes and reconciliation procedures.
• Familiarity with regulatory frameworks.
• Client query management and troubleshooting.
• Excellent written and verbal communication skills.
• Attention to detail and ability to solve problems quickly and efficiently.
• Understand risk and control frameworks, with the ability to elevate effectively.
• Strong time management and ability to work under pressure.
• Core understanding of technology and AI, including how these tools can be used to improve operational processes and client service outcomes.

Responsibilities

• Partner with Sales, SRM Front Office Client Account Management, Operations and other corporate functions to facilitate client relationships.
• Maintain regular communication with clients to support a best-in-class client service experience.
• Coordinate across corporate functions to ensure clients’ needs are met.
• Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients.
• Prepare high-quality client materials for meetings and in response to client requests.
• Summarise periodic client metrics collaborating with the Business Transformation function.
• Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives.
• Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery.

Skills

Client Relationship Management

Post-Trade Operations

Regulatory Frameworks

Excellent Communication

Attention to Detail

Risk & Control Frameworks

Time Management

Technology & AI

Tools

Vendor Solutions

Market Capabilities

Operational Service Delivery

AI Tools

Job description

• Partner with Sales, SRM (Senior Relationship Manager) Front Office Client Account Management, Operations and other corporate functions to facilitate client relationships.
• Maintain regular communication with clients to support a best-in-class client service experience.
• Coordinate across corporate functions to ensure clients’ needs are met.
• Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients.
• Prepare high-quality client materials for meetings and in response to client requests.
• Summarise periodic client metrics collaborating with the Business Transformation function.
• Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives.
• Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery.

Requirements

• Minimum of three years’ experience within financial services, ideally within operations, post-trade services, or client relationship management functions
• Strong knowledge of financial service products and associated processes
• Understanding of post-trade operations, settlement processes and reconciliation procedures
• Familiarity with regulatory frameworks
• Client query management and troubleshooting
• Excellent written and verbal communication skills
• Attention to detail, as well as the ability to solve problems quickly and efficiently
• Understand risk and control frameworks, with the ability to elevate effectively
• Strong time management and ability to work under pressure
• Core understanding of technology and AI, including how these tools can be used to improve operational processes and client service outcomes

Core Competencies

Demonstrates expertise in client relationship management and post-trade operations, with a strong focus on financial services products and processes. Proficient in utilizing technology and AI to enhance operational efficiency and client service delivery.

Highest-signal resume keywords

• Client Relationship Management
• Post-Trade Operations
• Financial Services Knowledge
• Regulatory Framework Familiarity

ATS Optimization Keywords

Hard Skills

• Post-Trade Services
• Settlement Processes
• Reconciliation Procedures
• Client Query Management
• Risk and Control Frameworks

Soft Skills

• Excellent Communication Skills
• Attention to Detail
• Time Management
• Ability to Work Under Pressure

Industry Keywords

• Financial Services
• Client Account Management
• Corporate Functions
• Business Transformation

Tools & Technologies

• Vendor Solutions
• Market Capabilities
• Operational Service Delivery
• AI Tools