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Project Coordinator, Client Service


Job Description
Our client is a growing, innovative tech-finacial multinational company. The Operations Specialist will play a critical role in supporting planning, coordination, and execution across the company Client Service & Reporting (CSR) team. Reporting to the Director, Client Service & Portfolio Structuring, this role serves as a central hub for team operations, project management, and cross-functional coordination. The successful candidate will work closely with CSR leadership and team members, as well as with partners across the firm, to ensure priorities are clearly defined, progress is tracked, and initiatives are delivered efficiently and at a high standard. This role is a means to make a difference: the operational rigor and execution you bring will directly enable the team's success and help scale the company client service capabilities.
Key Responsibilities
• Partner with the Client Service & Reporting team to translate team goals and priorities into clear plans, timelines, and execution workflows
• Lead critical initiatives from idea to completion, including process improvement and automation efforts, by defining goals, owning workstreams, and coordinating cross-functional input
• Lead coordination of internal and external requests, triaging to appropriate owners and tracking progress to ensure timely completion
• Support the team's agile workflows by serving as Scrum Master and coordinating planning, prioritization, and retrospectives
• Collaborate with software engineering teams to support automation and tooling initiatives for client service and reporting processes
• Provide proactive and professional operational support to the Director, Client Service & Portfolio Structuring and the broader CSR team
Qualifications
• 2+ years of experience in operations, project management, investor relations, or a related role within financial services
• Demonstrated ability to manage multiple workstreams, prioritize effectively, and maintain attention to detail in a fast-paced environment
• Strong written and verbal communication skills, with the ability to collaborate effectively across diverse teams and stakeholders
• Experience working with Agile teams and tools such as Jira and Confluence (or similar workflow management systems)
• Strong sense of ownership, urgency, and adaptability in response to changing priorities
• Bachelor's degree or equivalent applied experience
Our client is an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable laws. All qualified applicants will receive consideration for employment without regard to any protected status.

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