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Client Services Consultant--Investment Operations

Chicago, IL



A Consultant on the Investment Operations Outsourcing (IOO) Client Service team has broad, in-depth knowledge of the business and acts as the first point of reference for day-to-day queries as well as serves as a liaison to related areas.  The Consultant works on relatively complex, high profile activities and projects involving committees and/or senior management and may sometimes include the end-client.   The Consultant focuses on maintenance and implementation of policies and procedures, while building towards becoming an area expert.  The Consultant operates under general supervision but works independently most of the time.  



  1. Responsible for providing client service through the execution of daily functions and tasks.
  2. Understand and enhance desktop operating procedures and controls.
  3. Responsible for providing timely response to queries and finding resolution to avoid repetitive actions.
  4. Works effectively both as a team member as well as an independent self-motivated individual.
  5. Responsible for multiple projects of various complexities.
  6. Cross train on other functions as well as provide back up.
  7. Serve as a key subject matter expert and mentor to junior level employees.
  8. Able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution.
  9. Independently build relationships with internal and client contacts.
  10. Responsible for understanding client’s business needs and deliverables.
  11. Act as the escalation point of contact for client issues or inquiries.
  12. Understand current Service Level Agreements (SLAs) that are directly related to job function(s).
  13. Establish, build, and maintain effective working relationships with key partners internal and external to the organization.
  14. Drive the engagement of other partners as appropriate to solve client inquiries/issues.
  15. Understand impact of personal job function(s) on IOO peers and applicable shared services partners.


  • Excellent oral and written communication skills
  • Able to prioritize and multi-task
  • Analytical and problem-solving skills
  • Knowledge of financial services, asset management and/or investment operations
  • Attention to detail
  • Works with a sense of urgency


  • A college or university degree and/or 4-6+ years of relevant work experience
  • Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
  • Previous exposure to business process and/or technology enhancement initiatives
  • Previous Client Service experience in a service-oriented environment
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!


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