A growing financial services organization is seeking a client-focused professional to manage relationships with key institutional clients. This role partners with sales, operations, technology, and other internal teams to resolve operational issues, improve service delivery, and enhance the overall client experience.
Key Responsibilities
Build and maintain strong relationships with key clients, ensuring a high standard of service.
Coordinate with front-office, operations, technology, and internal stakeholders to address client needs.
Monitor pre-trade and post-trade activity, proactively identifying and resolving operational issues.
Prepare client presentations, service metrics, and management reporting.
Lead cross-functional projects focused on process improvements, technology enhancements, and service delivery.
Monitor industry trends and regulatory developments impacting clients.
Support clients exploring technology and AI solutions to improve post-trade operations.
Qualifications
Strong client relationship management and communication skills.
Experience within financial services, capital markets, or operations preferred.
Excellent organizational, analytical, and problem-solving abilities.
Numbers & Facts
Location
NY, NY
Industry
Staffing/Employment Agencies
Salary
$115,000
Company Size
50 to 99 employees
Year Founded
2002
Website
https://phaxis.com/
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
Skills
Analysis Skillsunmatched
Artificial Intelligence (AI)unmatched
Capital Marketsunmatched
Communication Skillsunmatched
Cross-Functionalunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Service Managementunmatched
Financial Servicesunmatched
Industry/Trade Analysisunmatched
Management Reportingunmatched
Metricsunmatched
Operational Improvementunmatched
Organizational Skillsunmatched
Partner Salesunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Regulationsunmatched
Relationship Managementunmatched
Resolve Customer Issuesunmatched
Sales Operationsunmatched
Sales Presentationunmatched
Service Deliveryunmatched
Technical Operationsunmatched
Technical Supportunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.