Senior Client Service & Operations Lead

Masis Professional Group; Connecticut; On-site; USD 110,000 - 170,000; Full time

Job summary

Masis Professional Group in CT seeks a Client Service Operations Lead to act as a senior operational resource. The role reports to the Chief Compliance Officer and collaborates with the compliance team to support high net worth client relationships and complex operational matters.

The person will mentor Relationship Managers and other client service staff, own critical processes, and help establish robust policies and procedures in a wealth management environment.

Qualifications

• 5+ years in client service or operations within wealth management.
• Experience with custodial operations and complex account movements.
• Ability to mentor Relationship Managers and Advisors.

Responsibilities

• Operational oversight and workflow management.
• Team training and mentoring of staff.
• Policy and process development to improve operations.
• Manage custodian and vendor relationships.
• Resolve complex account and asset movement issues.
• Quality control and operational risk management.

Skills

Operational oversight

Team training

Policy development

Vendor relationships

Quality control

Risk management

Job description

Masis Professional Group in CT seeks a Client Service Operations Lead to act as a senior operational resource. The role reports to the Chief Compliance Officer and collaborates with the compliance team to support high net worth client relationships and complex operational matters.

The person will mentor Relationship Managers and other client service staff, own critical processes, and help establish robust policies and procedures in a wealth management environment.