Client Services Operations Associate

Trust Co Of West Los Angeles , CA 90009

Posted 2 months ago

Position Summary

The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational activities related to the reporting system and client portal. This role requires a solid understanding of the asset management business, collaboration with a variety of departments, and excellent organizational skills.

Essential Duties

  • Prepare and deliver standard monthly and quarterly reporting to all investors

  • Research and resolve all exceptions related to standard client reports

  • Collaborate with internal business partners at all levels on client reporting issues, enhancements and custom reporting

  • Populate and maintain secure client online portal

  • Collaborate with IT on client reporting and client portal development

  • Liaise with other departments (Client Services, Marketing, Operations, Performance Attribution, Legal) to support client requirements and assist in providing information related to client inquiries

  • Prepare and submit regulatory reporting on a monthly, quarterly and annual basis

  • Prepare a variety of internal reports for broad distribution across the firm

  • Identify ways of creating efficiencies/improving processes

Required Qualifications

  • Bachelor's degree from an accredited college or university

  • Prior experience working in financial services (internship experience will be considered)

  • Working knowledge and understanding of capital markets

  • Proficient with Microsoft Office applications

Professional Skills Qualifications

  • A self-starter who takes initiative and can work independently

  • Strong analytical skills and excellent attention to detail

  • Excellent verbal and written communications skills

  • Well organized and able to prioritize multiple requests from a variety of sources

  • A team player and collaborates well with others

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Client Services Operations Associate

Trust Co Of West