Lead Client Servicing Associate Interface Operations

Remote
Employment Type: Full-Time

About the Company

Join a leading global investment and financial technology firm that is transforming how the world connects to financial data. Our Interface Operations team plays a crucial role in supporting clients, ensuring smooth data integrations, and solving complex operational challenges across third-party interfaces.

We foster a team-focused culture, encourage innovation, and offer career pathways designed to help you grow your own way.

About the Role

As a Lead Client Servicing Associate, you’ll serve as a trusted point of contact for clients and internal stakeholders. You’ll be responsible for resolving operational issues, designing workflows, and strengthening relationships with vendors and clients. This role reports directly to the Interface Operations Team Lead and is ideal for someone with strong financial operations experience and excellent communication skills.

Key Responsibilities

• Manage and resolve priority client queries, workflows, and third-party interface issues.
• Lead proactive break resolution and ensure prompt communication with external parties.
• Conduct daily and monthly activity reviews and contribute to continuous process improvement.
• Collaborate with clients, external vendors, and internal teams (Account Management, Product, Testing) to design workflows for trade, position, risk, and analytics data.
• Investigate reconciliation queries, resolving issues related to vendor and prime broker data.
• Act as a trusted liaison for stakeholders (Clients, Sales, Vendors, PBs, Onboarding) to deliver high-quality service.
• Communicate key product insights clearly and set expectations with clients and vendors.
• Support team building and help shape the operational strategy for interface enhancements.

Education & Qualifications

• Bachelor’s Degree in Finance, Economics, Accounting, or a related field (Master’s preferred but not required).
• Professional certifications (e.g., CFA Level I/II, CAIA, or relevant middle office certifications) are a plus

Experience Requirements

• Minimum 2+ years of experience in financial services at a fund administrator, prime broker, custodian, or asset management firm.
• Strong understanding of financial instruments and asset classes: Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.
• Hands-on experience with portfolio management, trading workflows, and reconciliation processes.
• Proven ability to communicate effectively with all levels of staff and management.
• Exceptional organizational, time management, and problem-solving skills.
• Fast learner with the ability to manage both strategic initiatives and technical tasks

Skills & Competencies

• Advanced knowledge of financial systems, reconciliation, and trade lifecycle.
• Excellent written and verbal communication skills.
• Strong analytical mindset and detail-oriented approach.
• Ability to thrive in a fast-paced, dynamic environment.
• Collaborative team player with leadership potential

Equal Opportunity Employer

We are proud to be an Equal Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other protected characteristic.

How to Apply

If you’re interested in this position, please register on our portal and submit your application through the link below:

👉 Register & Apply at TeezJobs.com