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About the Role
Guggenheim Investments is seeking a Client Service Support individual to serve as the internal operations lead for a dedicated client service team. This role is responsible for driving timely client onboarding execution and coordinating operational items across internal stakeholders, including the opening and closing of client accounts, ensuring checklists are complete. The position aligns daily with the Senior Client Service Executive and Junior Client Service Associate on daily operations and escalations, reporting directly to the Deputy Head of Client Service Operations.
Responsibilities
- Ensure timely communication of all required operational information for client accounts.
- Assist internal onboarding execution, serving as primary coordinator across all internal stakeholders.
- Provide expertise as an operational subject matter expert with regards to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.
- Coordinate the opening and closing of client accounts on the accounting platform using the client and account utilities.
- Gather, organize, and track onboarding documentation and requirements using Salesforce and other tracking systems.
- Coordinate with operations, legal, compliance, investment management, and other internal teams to execute onboarding tasks.
- Assist with handling internal operational items, coordinating across functional areas to address client needs.
- Provide day-to-day operational support to the Senior Client Service Executive.
- Work closely with Junior Client Service Associate on daily operational.
- Maintain accurate, up-to-date client information, files, and documentation in Salesforce: meeting notes, communications, action items, reports, presentations, and correspondence.
- Ensure data consistency across all client records.
- Support preparation and coordination of timely DDQ responses across internal teams.
Requirements
- Bachelor's degree or equivalent experience
- 2+ years of experience in operations, client support, or project coordination within asset management
- Strong project coordination and workflow management skills
- Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook
- Strong attention to detail and organizational skills
- Effective written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines
- Experience with client onboarding in asset management or financial services
- Familiarity with Fixed Income products or institutional asset management
- Understanding of front-office and middle-office workflows
- Experience with institutional clients (asset managers, insurance companies, pension funds)
- Exposure to compliance and regulatory documentation
- Must be authorized to work in the US without current or future visa sponsorship or transfer.
Skills
- Salesforce
- Excel
- Word
- PowerPoint
- Outlook
- Project coordination
- Workflow management
- Attention to detail
- Organizational skills
- Written communication
- Verbal communication
Location
- New York City
Work Type
- Full-time
- Onsite
Experience Level
- 2+ years of experience
Education Level
- Bachelor's degree or equivalent experience
Salary/Compensations
- $100,000.00-$115,000.00
About the Company
- Guggenheim Investments