Job Description
As a Member of Client Operations, you are responsible for delivering white glove service to our institutional clients throughout their on‑going account management activities that may rotate from custody activity, client experience, and settlements. In this role, you are responsible for ensuring an excellent onboarding experience and providing attentive care to our clients by responding to their inquiries in a timely and thoughtful manner and managing their transactions in a risk‑conscious way. You will become intimately familiar with the operations of our clients and their use of our platform and will anticipate their needs and serve as an advocate for them internally. You have a full understanding of the custody & settlement operations, as well as the regulatory and operational considerations of each step. You support client interactions across multiple teams and work closely with your Client Operations teammates in ensuring processes and procedures are developed and continuously r...