Specialist, Client Operations Representative

Berwyn, PAFull-timePosted Jun 26, 2026

We're seeking a future team member for the role of Specialist, Client Operations Representative to join our Client Operations & Reporting team. This role is located in Berwyn, Pennsylvania

In this role, you'll make an impact in the following ways:

· Provide comprehensive client service by managing complex client inquiries and issues, ensuring resolutions are timely and in line with client expectations.

· Coordinate and oversee operational processes related to client transactions and reporting, ensuring accuracy and efficiency.

· Collaborate with internal teams to enhance service delivery and operational processes, demonstrating expertise in client operations.

· Maintain up-to-date knowledge of industry regulations and organizational policies to ensure compliance in all client interactions and processes.

To be successful in this role, we're seeking the following:

· Bachelor's degree in Business, Finance, or a related field preferred.

· 0-3 years of experience.

· Strong analytical and problem-solving skills to manage and resolve client issues effectively.

· Excellent communication and interpersonal skills to build and maintain client relationships.

· Ability to work collaboratively across teams to drive operational efficiency and enhance client service delivery.

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