Client Operations Associate II

Join our dynamic Client Onboarding Operations team and be at the forefront of innovation in the banking industry. This role offers a unique opportunity to enhance your leadership skills while driving impactful solutions for our clients. As part of our team, you'll experience career growth and mobility, supported by a culture that values collaboration and continuous improvement. Embrace the chance to make a difference and be rewarded with a fulfilling career journey. Discover the benefits of joining a team that prioritizes both client and employee satisfaction.

As a Client Operations Associate II within our Client  Onboarding Operations team, you will play a crucial role in enhancing the client experience in one of the world's most innovative banks. You will support a team dedicated to providing exceptional service and operational excellence, ensuring that our clients' needs are met with efficiency and care. We value a team culture that fosters collaboration, innovation, and personal growth, and we are committed to making a positive impact on both our clients and the wider community. Join us in a role that offers the opportunity to support, innovate, and grow.

Job responsibilities 

• Assist in the daily operations of the client service center, ensuring efficient transaction processing and prompt resolution of client inquiries and issues. 
• Support the implementation of strategic plans to enhance service delivery, utilizing automation technologies and continuous improvement methodologies to optimize operational efficiency. 
• Coordinate with various departments to ensure seamless client onboarding and support across different products and platforms. 
• Apply control framework, safeguarding both the client and the institution from potential financial and reputational damage. 
• Participate in regular team meetings to communicate performance objectives, receive training, and contribute to a culture of collaboration and innovation. 

Required qualifications, capabilities, and skills 

• Experience in customer service operations, with a focus on transaction processing and issue resolution. 
• Ability to support the implementation of strategic plans and process improvements in a client operations environment. 
• Self-starter with the ability to complete tasks independently and demonstrated ability to use independent judgment in decision-making with a strong attention to detail. 
• Ability to work effectively within a team, with experience in setting performance objectives, receiving training, and contributing to a culture of collaboration and innovation. 
• Strong verbal and written communication skills, with the ability to build and foster relationships with internal and external partners, and for delivering an excellent customer experience. 

Preferred qualifications, capabilities, and skills 

• BS/BA degree or equivalent military experience preferred, with experience in a financial services or banking environment. 
• Developing ability to support continuous improvement initiatives, assist in project management efforts, and utilize presentation skills to communicate operational insights. 
• Strong ability to apply data and technology literacy to analyze operational data, integrate AI/ML tools, and utilize market product knowledge to start aligning operations with industry trends.