Senior Investment Platform & Client Operations Lead

Dexian; Florida; On-site; USD 90,000 - 120,000; Full time

Job summary

Dexian seeks a Senior Client Operations Specialist to serve as the primary contact for clients, coordinating requests and ensuring accurate account servicing within our financial services operations.

You will work with Operations, Product, Technology, Client Service, and Relationship Management teams to resolve issues, implement workflows, onboard clients, and drive service excellence across the investment platform.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in client operations, client service, account management, investment operations, or a related financial services role.
• Experience supporting investment platforms, asset management, wealth management, or investment operations.
• Knowledge of investment programs, operational workflows, account servicing processes, and relationship management practices.
• Demonstrated ability to manage and resolve complex client, operational, and platform-related issues.
• Familiarity with technology-enabled platforms, workflow tools, and client servicing systems.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Ability to manage multiple priorities and deliver results in a fast-paced, client-focused environment.
• Strong communication skills and the ability to collaborate across business and technology teams.
• Demonstrated commitment to client service, operational excellence, risk management, and continuous improvement.

Responsibilities

• Serve as the primary contact for client questions about operations, servicing, and the platform.
• Support account servicing, workflow management, and platform-related activities.
• Resolve complex client, operational, and technical issues with internal teams.
• Coordinate with Operations, Product, Technology, Client Service, and Relationship Management teams to support client objectives and servicing needs.
• Track client requests through completion, meeting accuracy, timeliness, and service-level expectations.
• Investigate and resolve operational exceptions, escalations, and non-routine client issues while exercising sound judgment and problem-solving skills.
• Provide subject matter expertise on the organization’s products, services, operational processes, and investment operations workflows.
• Analyze servicing trends and recurring issues to identify opportunities for process improvements and operational efficiencies.
• Support client onboarding, platform enhancements, operational initiatives, and process changes impacting service delivery.
• Maintain procedures, documentation, and best practices to support a consistent and controlled operating environment.
• Build and maintain strong client relationships through proactive communication, responsiveness, and ongoing support.
• Share knowledge and provide guidance to less experienced team members while contributing to a collaborative team environment.

Skills

Analytical skills

Communication skills

Problem-solving

Education

Bachelor's degree or equivalent

Job description

Dexian seeks a Senior Client Operations Specialist to serve as the primary contact for clients, coordinating requests and ensuring accurate account servicing within our financial services operations.

You will work with Operations, Product, Technology, Client Service, and Relationship Management teams to resolve issues, implement workflows, onboard clients, and drive service excellence across the investment platform.