Client Operations Coordinator

Posted 1 day ago

This is a fully remote position, open to applicants in Ohio.

📋 Description

• 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.


⛳️ Requirements

• 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.


🏝️ Benefits

• Full-time employment.

• Remote work arrangement.

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