Client Operations Coordinator
6 days ago
Job Description:
As a Client Operations Coordinator in the Client Operations Group, you will primarily be responsible for the day-to-day execution of client tasks. The successful candidate will utilize their operational skills and knowledge to perform the day-to-day operations to meet the business objectives and requirements of client and project initiatives. Furthermore, the role requires the individual to possess a strong entrepreneurial spirit, be highly collaborative, express ideas readily, manage change fluidly, and influence and identify opportunities.
The Client Operations Coordinator will be responsible for providing support to the COG Operations Specialist and/or Manager during discussions with the Managed Services leadership team as necessary. Additionally, you will be responsible for ensuring overall dashboard reporting is accurate and issued timely (for your clients). The ability to identify risks and manage downward and upward communication and feedback is important.
Primary responsibilitiesExecute and complete day to day tasks per the business objectives and requirement of clients
- Updating project documentation on a consistent basis
- Partnering with COG Specialist and Managers to maintain the structure of a project, its goals, and resource requirements
- Facilitating new client and Full Time Employee onboarding procedures
- Understanding and maintaining reporting tools/documents per client and Managed Services leadership specifications
- Involvement with forecasting, invoicing, and revenue estimates for Managed Services engagements
- Contributing to COG business development and growth initiatives
- Help identify new opportunities or opportunities to expand the overall operational support across client engagements, based on understanding of client's AML program and its operations and gathering and documenting appropriate information.
- Involvement in certain internal strategic initiatives across the COG, which includes standardization across project management and operating tasks.
- Bachelor's Degree
- Ability to exercise project management skills to effectively manage scope, budget, and timelines on internal and external projects.
- Ability to identify and manage prompt resolution of potential risks and issues while managing business objectives and requirements.
- Strong technical knowledge with software tools (i.e., MS Excel, MS Word, MS Poweroint, Domo, Tableu, MS BI)
- Subject matter knowledge:
- (i) Fraud and/or sanctions experience;
- (ii) Payments and/or Fintech experience; and
- (iii) Understanding and/or knowledge of AML regulations.
- Strong entrepreneurial spirit, highly collaborative, and able to express ideas readily, manage change fluidly, and influence and identify opportunities.
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