Associate - Client Operations

Location

Business - Global Client Group

Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield’s various private funds and Affiliate Managers.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity, credit and insurance solutions (the “Business Groups”) with over $1 trillion of assets under management.

The Global Clients Group (“GCG”) provides solutions for investors across the Brookfield Asset Management organization. The GCG also manages institutional relationships and raises capital for Brookfield’s various private funds.

The Business Management Team is the team responsible for supporting the process, data, technology, and operational needs of the Global Client Group. The Business Management Team’s key focus areas include: (i) a dedicated technology and operations project management center, (ii) enhancement of the management’s processes across the GCG, (iii) strategic business planning for new initiatives and (iv) enhancement of capital raising results through advanced data, reporting and analytics. The team will work with all of the functions across GCG as well as key stakeholders within technology and the Business Groups to deliver strategic and tactical solutions.

The focus of this role is to support the client operations team and will coordinate operational processes internally across key stakeholders This role is accountable for both the support of day-to-day functions and longer-term initiatives. This role involves managing the end-to-end client experience, ensuring smooth and efficient processing of client items, and working closely with various internal teams to address client needs and resolve issues. The ideal candidate will possess strong operational expertise, excellent communication skills, and a proactive approach to problem-solving.
 

JOB PURPOSE: Data Management and Reporting

In this role, the candidate will:

• Establish and maintain a data governance process for client Salesforce data inclusive of company and contact information across all products

• Facilitate the onboarding process for new clients, ensuring all necessary documentation and data are accurately collected and maintained, including the list of authorized signatories

• Monitor all client cases to ensure timely and effective responses to client inquiries and issues

• Partner with BG IR teams to address client inquiries to evolve platform and processes to provide Best-in-Class client service

• Partner with CRM to ensure transparent of client issues and resolution in timely manner

• Develop and implement strategies to prevent recurring problems to improve overall client experience.

• Create, analyze, and evolve Key Performance Indicators (KPIs) for senior management reporting

• Assist with implementation of best practices and standardization procedures to effectively streamline operations

• Proactively address and resolve any operational issues or discrepancies related to client accounts

• Monitor and analyze operational metrics to identify trends, data gaps, opportunities for improvement and to prevent recurring problems

• Support the process for client access permissions based within Salesforce

• Coordinate with relevant teams to facilitate data sync between funds and their admins to manage client account transitions, updates, and transfers

Qualifications Required:
Bachelor's degree in finance, business management or another relevant discipline

Experience Required:

• 4-6 years of experience in financial services and/or client operations function

• Extensive experience with Salesforce.

• Knowledge of Case Management process to oversee client inquiries

• Experience with complicated processes and technology enabled solutions

• Advanced Microsoft Office skills (Word, Excel, PowerPoint, Visio)

Key Competencies/Behaviours Required:

• Proficiency in Salesforce, including data management, reporting, and workflow management

• Excellent organizational skills and capability to effectively manage priorities while meeting timelines

• Strong interpersonal and communication skills with a particular strength in dealing with a wide variety of individuals at various levels within and outside of the organization

• Team-oriented; demonstrates a commitment to shared success above any personal accomplishment or recognition

• Strong analytical skills to analyze issues, identify solutions, and implement them effectively

• Proactively seeks opportunities to get involved in more challenging projects

• Able to multi-task and work in a very fast-paced and team-oriented environment

Salary Range: $115k - $135K

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designation

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.