Institutional Client Operations Analyst

Experteer Overview In this role you drive the onboarding and maintenance of international institutional accounts, coordinating with global teams and custodians. You act as a process-driven project manager to streamline operations and resolve cross-border trading issues. You support sales and client service leaders to meet the needs of institutional clients across Americas and APAC. You will contribute to scalable workflows and compliance in a fast-paced, international environment. This is an opportunity to shape how global clients are served while advancing your career in a collaborative, growth-oriented firm.

Compensation / Benefits

• Oversee onboarding of institutional segregated and fund accounts in Americas and APAC
• Serve as subject matter expert on international institutional funds and separately managed accounts
• Support complex client service requests from Institutional Sales and Client Services
• Design, document, and implement workflows to improve service for international clients
• Document and address nonstandard operational issues in international trading, directed brokerage, and related operations
• Coordinate with custodians and lead contract revisions between clients and internal teams
• Monitor and understand compliance issues specific to international institutional activity
• Communicate detailed account information to senior leadership
• Assist in the ongoing development of the Institutional Client Operations Team Tasks
• Bachelor's degree or equivalent experience
• 4-5 years in the financial services industry; APAC experience is helpful
• Knowledge of securities, financial markets, and institutional accounts
• Excellent communication and client service skills
• Project management experience and ability to adapt workload by priority
• Accountability, attention to detail, and self-motivation Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility and related health assistance
• Hybrid work from home program