Lead Client Servicing Associate and Client Support Operations Analyst

Job Description

Role Overview:As a Lead Client Servicing Associate Client Support & Operations Analyst, you will be responsible for providing first-line client support for hedge fund and institutional investment clients. Your role will involve serving as the initial point of contact for day-to-day queries related to trading, positions, valuations, cash balances, reporting, and operational processes. You will focus on promptly acknowledging, investigating, and resolving client inquiries, escalating more complex matters to Level 2 teams. The objective is to deliver responsive, accurate, and professional service, ensuring smooth day-to-day operations and an excellent client experience. This position offers hands-on exposure to key financial operations and client support functions, providing a strong foundation for building a successful career in the competitive financial services industry.Key Responsibilities:- Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).- Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.- Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.- Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from Level 2 teams.- Address standard corporate actions queries (e.g., dividends, splits, mergers) by verifying event details and updating systems or reports accordingly.- Conduct initial triage of client issues replicate and verify reported problems, gather supporting details, and determine resolution or escalation path.- Escalate complex or technical issues to Level 2 product, data, or engineering teams, providing comprehensive context to facilitate resolution.- Manage core Global Delivery tasks, including user and account setup, commissions processing, borrow and financing agreement support, routine reporting, and adherence to compliance requirements.- Answers incoming phone calls quickly and communicates clearly to make sure clients get timely help.Qualifications Required:- Basic understanding of investment operations, capital markets, and accounting principles, including familiarity with common financial instruments.- Awareness of trade lifecycle stages (trade capture, settlement, reconciliation).- Demonstrates strong cross-functional collaboration skills and works effectively with diverse teams.- Comfort working with equities, fixed income, FX, and derivatives data at a functional level.- Strong problem-solving skills and attention to detail.- Good judgment in knowing which issues can be handled and which should be escalated.- Clear and professional verbal and written communication skills.- Ability to work effectively in a fast-paced, client-facing environment.Education and Experience:- Degree or diploma in Finance, Accounting, Economics, Business, or related field (or equivalent work experience).- 2 years in financial services operations, fund accounting, trade support, or client service.- Experience in a client-facing role, preferably supporting investment managers or institutional clients.- Proficiency in MS Excel; familiarity with portfolio management or trade support platforms is a plus.(Note: Additional details about the company were not provided in the job description.) Role Overview:As a Lead Client Servicing Associate Client Support & Operations Analyst, you will be responsible for providing first-line client support for hedge fund and institutional investment clients. Your role will involve serving as the initial point of contact for day-to-day queries related to trading, positions, valuations, cash balances, reporting, and operational processes. You will focus on promptly acknowledging, investigating, and resolving client inquiries, escalating more complex matters to Level 2 teams. The objective is to deliver responsive, accurate, and professional service, ensuring smooth day-to-day operations and an excellent client experience. This position offers hands-on exposure to key financial operations and client support functions, providing a strong foundation for building a successful career in the competitive financial services industry.Key Responsibilities:- Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).- Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.- Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.- Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from Lev

Keyskills :
capital marketsfinancial instrumentsequitiesfixed incomederivativesverbal communicationwritten communicationinvestment operationsaccounting principlestrade lifecyclecrossfunctional collaborationproblemsolvingattention to detail