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The Senior Associate leads small teams to manage client delivery, ensuring accuracy, timeliness, and quality across portfolios. They are responsible for producing management reports, coaching associates, and driving process improvements.
This is a remote position.
A Senior Associate leads small teams of associates, takes charge of overall client delivery for assigned portfolios, and produces management reports. S1 typically manages teams of 2–3 on standard clients; S2 handles complex clients with non-standard requirements and reviews advanced reports and dashboards. This JD covers both sub levels; differences are noted in the Performance Expectations section.
Key Responsibilities:
• Escalate commercial, sensitive, or strategic client matters to AM/Manager.
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