Client Operations Coordinator - Remote, US

Job Description:

As a Client Operations Coordinator in the Global Client & Delivery Operations Group (GCDO), you will primarily be responsible for the day-to-day execution of client and departmental related tasks. The successful candidate will utilize their operational skills and knowledge to perform the day-to-day operations to meet the business objectives and requirements of client and project initiatives. Furthermore, the role requires the individual to possess a strong entrepreneurial spirit, be highly collaborative, express ideas readily, manage change fluidly, and influence and identify opportunities.

The Client Operations Coordinator will be responsible for providing support to the GCDO Operations Specialist and/or Manager during discussions with the Financial Crimes Advisory and Managed Services leadership team as necessary. Additionally, you will be responsible for ensuring overall reporting is accurate and issued timely. The ability to identify risks and manage downward and upward communication and feedback is important.

Primary responsibilities

Execute and complete day to day tasks per the business objectives and requirements of clients

• Involvement with new client onboarding, project set-up, invoice preparation, and tracking of various tasks for our Financial Crimes Advisor and Managed Services teams.
• Updating project documentation on a consistent basis.

• Partnering with GCDO Specialist and Managers to maintain the structure of a project, its goals, and resource requirements

• Facilitating new client and Full Time Employee onboarding procedures

• Understanding and maintaining reporting tools/documents per client and Financial Crimes Advisory and Managed Services leadership specifications

• Contributing to GCDO business development and growth initiatives

• Help identify new opportunities or opportunities to expand the overall operational support across client engagements, based on understanding of client's AML program and its operations and gathering and documenting appropriate information.

• Involvement in certain internal strategic initiatives across the GCDO, which includes standardization across project management and operating tasks.

Required Qualifications

• Bachelor’s Degree

• Ability to exercise project management skills to effectively manage scope, budget, and timelines on internal and external projects.

• Ability to identify and manage prompt resolution of potential risks and issues while managing business objectives and requirements.

• Strong technical knowledge with software tools (i.e., Python, Netsuite, MS Project, MS Excel, MS Word, MS Powerpoint, Domo, Tableu, MS BI)

Preferred Qualifications:

• Subject matter knowledge:

• Prior Operational experience with invoice preparation and tracking.
• Strong entrepreneurial spirit, highly collaborative, and able to express ideas readily, manage change fluidly, and influence and identify opportunities.
• Experience with and understanding of artificial intelligence (AI) tools, including Microsoft Copilot, and how they can be applied to improve operational efficiency, reporting, and project documentation

AI Screening Notice

AML RightSource may use AI tools to support candidate screening; however, all hiring decisions are made through human review.

Equal Opportunity Employer & Accessibility

AML RightSource is an Equal Opportunity Employer and we welcome diversity in the workforce. All qualified applicants will receive consideration for employment without discrimination. We are committed to providing accommodations to individuals with disabilities throughout all aspects of the recruitment process. If you require accommodation to participate in the recruitment and selection process, please email [email protected] or discuss your needs when contacted for an interview.

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