Chief of Staff, Client Service jobs in United States
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Aduro Advisors · 3 days ago

Chief of Staff, Client Service

Aduro Advisors is an innovative fund administration company that prides itself on providing exceptional client service. They are seeking a Client Service Chief of Staff to partner with the Chief Commercial Officer, ensuring strategic priorities are executed and communication flows effectively within the organization. This role involves managing internal communications, overseeing project execution, and enhancing operational management.

Financial Services

Responsibilities

Design, draft, and manage all high-impact internal communications for our client service team
Own the communication cadence for critical projects and initiatives affecting the service delivery team, translating executive strategy into actionable team-level information
Prepare the CCO for key internal and external meetings by drafting agendas, consolidating materials, analyzing data, and synthesizing complex information into clear, actionable executive summaries
Serve as the primary “hub” for critical information, ensuring leaders are promptly and accurately informed, while also collecting and synthesizing feedback from the Client Service teams back up to the CCO
Establish, maintain, and manage the Client Service department's portfolio of key projects and strategic initiatives on behalf of the CCO
Act as the primary execution partner for leaders rolling out new initiatives (e.g., system upgrades, new product launches, policy changes)
Drive the execution of high-priority strategic projects and initiatives owned by the CCO
Proactively identify and escalate execution risks, resource conflicts, and roadblocks to the CCO
Develop and present standardized, high-quality status reports on all in-flight initiatives to the CCO and senior stakeholders, providing transparency on progress, health, and projected completion dates
Own the end-to-end process for managing and resolving high-priority client complaints
Oversee critical internal operations initiatives, such as team transitions, system implementations, and documentation updates, ensuring minimal disruption to client service delivery
Develop, maintain, and distribute key operational and client service performance reports (e.g., complaint metrics, client satisfaction scores) to the CCO and senior leadership, highlighting trends and potential areas for intervention

Qualification

Financial services experienceFund administration knowledgeProject management expertiseAnalytical skillsCommunication skillsService mindsetDiscretionProfessionalism

Required

A service mindset is a ‘must'; this role serves both Aduro clients and the Aduro team, driving alignment in pursuit of great outcomes
Experience: Minimum of 7 years of experience in financial services, fund administration, consulting, or a related field
Previous experience in a Chief of Staff, Portfolio Manager, or Senior Program/Project Management role is highly desirable
Industry Knowledge: Solid understanding of the fund administration business, including core processes, client reporting, and regulatory environments
Proven expertise in project management methodologies and tools (e.g., Gantt charts, status tracking, risk logs)
Exceptional written and verbal communication skills, with a proven track record of drafting high-quality, clear, and engaging internal organizational communications
Strong analytical skills, proficient in utilizing data for operational reporting and strategic decision-making
High degree of discretion and professionalism when handling confidential or sensitive client and internal information

Benefits

Competitive salary
Health/Dental/Vision Insurance
Life Insurance
Short-Term Disability
Long-Term Disability
Paid Time Off (PTO) & company holidays
401k with Employer Match
Company-wide social events and programs
Dog-friendly office in downtown Denver

Company

Aduro Advisors

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Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry veterans.

Funding

Current Stage
Growth Stage

Leadership Team

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Jess Brooking
Partner & Chief Operating Officer
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Braughm Ricke
Founder
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Company data provided by crunchbase