Job Description:
As a Client Operations Coordinator in the Global Client & Delivery Operations Group (GCDO), you will primarily be responsible for the day-to-day execution of client and departmental related tasks. The successful candidate will utilize their operational skills and knowledge to perform day-to-day operations to meet the business objectives and requirements of client and project initiatives. Furthermore, the role requires the individual to possess a strong entrepreneurial spirit, be highly collaborative, express ideas readily, manage change fluidly, and influence and identify opportunities. The Client Operations Coordinator will be responsible for providing support to the GCDO Operations Specialist and/or Manager during discussions with the Financial Crimes Advisory and Managed Services leadership team as necessary. Additionally, you will be responsible for ensuring overall reporting is accurate and timely. The ability to identify risks and manage downward and upward communication and feedback is important.
Primary responsibilities
Execute and complete day to day tasks per the business objectives and requirements of clients
- Involvement with new client onboarding, project set-up, invoice preparation, and tracking various tasks for our Financial Crimes Advisor and Managed Services teams.
- Updating project documentation on a consistent basis.
- Partnering with GCDO Specialist and Managers to maintain the structure of a project, its goals, and resource requirements
- Facilitating new client and Full Time Employee onboarding procedures
- Understanding and maintaining reporting tools/documents per client and Financial Crimes Advisory and Managed Services leadership specifications
- Contributing to GCDO business development and growth initiatives
- Help identify new opportunities or opportunities to expand the overall operational support across client engagements, based on understanding of client's AML program and its operations and gathering and documenting appropriate information.
- Involvement in certain internal strategic initiatives across the GCDO, which includes standardization across project management and operating tasks.
Qualifications
- Bachelor’s Degree
- Ability to exercise project management skills to effectively manage scope, budget, and timelines on internal and external projects.
- Ability to identify and manage prompt resolution of potential risks and issues while managing business objectives and requirements.
- Strong technical knowledge with software tools (i.e., Python, Panda, API checks, NetSuite, MS Project, MS Excel, Power Query, MS Word, MS PowerPoint, Domo)
Preferred Qualifications
- Subject matter knowledge:
- Prior Operational experience with invoice preparation and tracking.
- Strong entrepreneurial spirit, highly collaborative, and able to express ideas readily, manage change fluidly, and influence and identify opportunities
AML RightSource is committed to fostering a diverse work environment and is proud to be an equal opportunity employer. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
All the information concerning breaches of law during the recruitment process should be reported at [email protected]. Upon request, you will be provided with Internal procedure for reporting and following up on breaches of law, adopted by the Company based on the Whistleblower Protection Act.
