Competitive base salary; individual annual perform...
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Client implementation experience
Project management best practices
Investment management industry knowledge
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Capital Partners Mortgage LLC is seeking a Senior Global Client Service & Operations Analyst to manage client transition activities and enhance operational excellence. The ideal candidate will possess a strong background in client servicing, project management, and the investment management industry, along with excellent communication and problem-solving skills.
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Job Summary
The role involves leading the full lifecycle execution of client transition activities to deliver a market-leading client experience.
Candidates will serve as a key point of contact for clients and external parties while leveraging project management best practices.
The company offers a competitive salary, annual performance bonuses, and a retirement plan with a 15% contribution.
Matching Summary
Match Score: 75
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Capital Partners Mortgage LLC is seeking a Senior Global Client Service & Operations Analyst to manage client transition activities and enhance operational excellence. The ideal candidate will possess a strong background in client servicing, project management, and the investment management industry, along with excellent communication and problem-solving skills.
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Salary
Competitive base salary; Individual annual performance bonus plus profitability bonus; Retirement plan with 15% contribution
Skills & Requirements
Must-have
Client implementation experience
Project management best practices
Investment management industry knowledge
Cross-functional stakeholder management
Contractual agreement vetting
Nice-to-have
Intellectual curiosity and adaptability
Strong written and verbal communication
Experience with SFDC account setup
Continuous improvement mindset
Subject matter expertise in operations
Key Requirements
Broad working knowledge of client implementation
In-depth knowledge of investment management industry