
Client Operations Coordinator
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in Ohio.
• Execute and finalize daily tasks in alignment with client business goals and requirements.
• Assist with onboarding new clients, setting up projects, preparing invoices, and tracking tasks for the Financial Crimes Advisory and Managed Services teams.
• Consistently update project documentation.
• Collaborate with GCDO Specialists and Managers to uphold project structure, objectives, and resource needs.
• Facilitate onboarding processes for new clients and full-time employees.
• Maintain reporting tools and documents per client and leadership specifications.
• Contribute to GCDO's business development and growth strategies.
• Identify opportunities to enhance operational support across client engagements by comprehending clients’ AML programs and operations.
• Engage in internal strategic initiatives, including the standardization of project management and operational tasks.
• Support GCDO Operations Specialists and Managers in discussions with leadership from Financial Crimes Advisory and Managed Services.
• Ensure that reporting is accurate and delivered punctually.
• Recognize risks and manage communication and feedback both upward and downward.
• Bachelor’s Degree.
• Ability to apply project management skills to effectively oversee scope, budget, and timelines for both internal and external projects.
• Capacity to identify and manage the prompt resolution of potential risks and issues while aligning with business objectives and requirements.
• Strong technical expertise with software tools including Python, Netsuite, MS Project, MS Excel, MS Word, MS PowerPoint, Domo, Tableau, and MS BI.
• Previous operational experience in invoice preparation and tracking.
• Experience with and understanding of artificial intelligence (AI) tools, including Microsoft Copilot, and their application for enhancing operational efficiency, reporting, and project documentation.
• Full-time employment.
• Remote work arrangement.
PartnerOne
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Cisco
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