As a Client Services Specialist, you will enhance client relationships, provide world-class customer service, and support inquiries while ensuring compliance. You'll participate in strategic initiatives, collaborate with internal teams, and contribute to improving processes in a learning-focused environment.

The Senior Operations Specialist will manage investor communications, ensuring compliance and clarity in documentation. Responsibilities include preparing investor materials, overseeing client correspondence, and improving documentation processes while adhering to regulatory standards. The role involves collaboration with internal teams and external vendors to maintain high service levels for client inquiries and onboarding.