Associate - Client Operations

Location

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a longterm 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 Brookfields 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 Teams key focus areas include: (i) a dedicated technology and operations project management center (ii) enhancement of the managements 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 daytoday functions and longerterm initiatives. This role involves managing the endtoend 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 problemsolving.

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 BestinClass 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:
Bachelors degree in finance business management or another relevant discipline

Experience Required:

• 46 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

• Teamoriented; 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 multitask and work in a very fastpaced and teamoriented environment

Salary Range: $115k $135K

Our compensationstructure is comprised ofa base salary and a shortterm incentive program (cash bonus). Cash compensationtends 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.