Client Engagement Liaison

Responsibilities

• Provide operational consulting and execution support on projects such as fund launches, counter party setup, asset class expansion, reporting initiatives, and platform integrations.
• Conduct operational reviews to assess environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows.
• Advise on and support integrations across front, middle, and back‑office systems, third‑party vendors, data warehouses, and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and non‑trading activities.
• Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts.
• Architect and engineer OMS workflows to meet complex business and operational requirements.
• Act as a subject‑matter expert for OMS functionality, providing escalation support for day‑to‑day operational issues as well as strategic client requests.
• Ensure quality, accuracy, and completeness of all solutions delivered to clients.
• Partner with internal teams.

• 2+ years of relevant experience OR high school diploma with 4+ years of related experience.
• Master’s degree OR Bachelor’s Degree.
• Demonstrated ability to manage projects of moderate complexity.
• Strong problem‑solving skills with the ability to make recommendations and decisions independently.
• Excellent communication and client relationship management skills.
• Ability to balance multiple priorities while maintaining attention to detail.
• Prior experience in BPO, consulting, or client‑facing roles strongly preferred.