Client Management & Operations Analyst

Posted 14 Hours Ago
Be an Early Applicant
New York City, NY
1-3 Years Experience
Fintech • Financial Services
The Role
The Client Management & Operations Analyst at LendingClub supports institutional investors and internal cross-functional teams by onboarding investors, assisting with servicing and sales operations, handling client inquiries, and ensuring smooth money movement processes. The role also involves working on ad hoc projects, reconciling loan and cash movements, and collaborating with various third parties.
Summary Generated by Built In

Current Employees of LendingClub: Please apply via your internal Workday Account

LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club!

About the Role

Our Client Management & Operations team supports over 200 institutional investors, including banks, asset managers, and other large non-bank investors, while coordinating internally with various cross-functional groups. During onboarding, an investor and their third parties will interact with the Client Management & Operations team to execute necessary agreements for confidentiality, purchasing, servicing, and information sharing. After onboarding, our associates are here to respond to general inquiries, assist in money movement, provide access to various reference portals, and schedule meetings where discussions are needed.
We are looking for a highly motivated individual who thrives in a dynamic, team-based environment and has the initiative to work independently in this role.

What You'll Do

  • Work cross-functionally with internal teams to reduce friction for investors.
  • Understand the flow of institutional client lifecycle from diligence through to relationship management
  • Serve as dedicated servicing and sales operations contact, supporting the sales team in delivering superior service experience to clients and related third parties, including fielding, and responding to client inquiries
  • Assist with on-boarding new investors by collecting and reviewing account (KYC) documentation for accuracy and identifying areas to improve the investor onboarding experience
  • Work with third parties such as data agents and trustees to set up and provide ongoing support for capital markets products
  • Assist with internal and external audit efforts as required by the business and our investors
  • Perform reconciliations of loan and cash movements for investors and to support the Bank’s capital markets activities
  • Receive and process requests for investor funds movement while identifying opportunities to improve current processes and controls, alongside our treasury operations team
  • Work on “ad hoc” projects and investor requests as needed, end to end, with full ownership and a “can do” attitude without feeling “above” any project at hand


About You

  • Up to 2 years' experience in a related role
  • Excellent written and verbal communication skills
  • Experience in Operations and/or Customer Service preferred
  • General knowledge and understanding of financial products and terminology
  • Demonstrated ability to evaluate and balance team and individual workloads through effective time management, prioritization, and organizational skills in a fast-paced environment
  • Ability to pivot on short notice to meet the needs of the business
  • Ability to thrive in an environment driven by change and improvement
  • Excellent computer skills and experience with SQL, Jira, Salesforce, Excel, Word, and PowerPoint a plus
  • Strong attention to accuracy and detail is necessary
  • Bachelor's degree or higher in a related field, or equivalent work experience

Work Location
New York 
 
We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays, and Thursdays.
 
Time Zone Requirements 
Local hours (ET)
Compensation
The target base salary range for this position is 71,000-80,000. The position is also eligible to receive a bonus (which is based on company performance, employee performance and eligible earnings), equityand benefits. Our salary ranges, other compensation and benefits offered are determined by role, experience level and location.
 
We’re creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.
 
#LI-Hybrid
#LI-GB1


LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. 

 

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [email protected]

Top Skills

SQL
The Company
HQ: San Francisco, CA
1,335 Employees
On-site Workplace
Year Founded: 2006

What We Do

LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. It is the only digital marketplace bank, and the first public U.S. neobank. Members can gain access to a broad range of financial products and services through a technology-driven platform, designed to help them pay less when borrowing and earn more when saving. Since 2007, more than 3 million members have joined the Club to help reach their financial goals.

Jobs at Similar Companies

Energy CX Logo Energy CX

Strategic Account Executive

Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Easy Apply
Chicago, IL, USA
55 Employees

MassMutual India Logo MassMutual India

Associate

Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana, IND

Bectran, Inc Logo Bectran, Inc

UX/UI Designer

Artificial Intelligence • Fintech • Information Technology • Machine Learning • Software • Automation
Schaumburg, IL, USA
51 Employees

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account