Senior Client Operations Lead — Investment Platform

Dexian; Berwyn (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Dexian Senior Client Operations Specialist in Berwyn, PA serves as the primary contact for clients, coordinating requests and ensuring accurate account servicing on our investment platform.

You will collaborate with Operations, Product, Technology, Client Service, and Relationship Management to maintain strong client relationships and deliver excellent service, resolving complex issues and guiding onboarding and platform enhancements.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client operations or related financial services roles.
• Experience supporting investment platforms or asset management is a plus.
• Strong analytical and problem-solving abilities.

Responsibilities

• Serve as the primary contact for client questions about operations and the platform.
• Support account servicing, workflow management, and related platform activities.
• Resolve complex client and operational issues with internal teams.
• Coordinate with cross-functional teams to support client objectives.
• Track requests through completion with accuracy and SLAs.
• Investigate operational exceptions and escalations with sound judgment.
• Provide SME on products, services, and workflows.
• Analyze servicing trends to identify process improvements.
• Support onboarding, platform enhancements, and process changes.
• Maintain procedures and best practices for a controlled environment.
• Build strong client relationships through proactive communication.
• Share knowledge with less experienced teammates and foster collaboration.

Skills

Client operations

Client service

Relationship management

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

Dexian Senior Client Operations Specialist in Berwyn, PA serves as the primary contact for clients, coordinating requests and ensuring accurate account servicing on our investment platform.

You will collaborate with Operations, Product, Technology, Client Service, and Relationship Management to maintain strong client relationships and deliver excellent service, resolving complex issues and guiding onboarding and platform enhancements.