Client Operations Coordinator

AML RightSource

. Execute and complete day-to-day tasks according to client business objectives and requirements .

Posted 11/12/2026full-timeRemote • Ohio • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project management skills to effectively manage scope, budget, and timelines while supporting client onboarding and operational efficiency. Proficient in utilizing software tools for reporting and documentation to enhance business development initiatives.

Highest-signal resume keywords

Project Management SkillsOperational ExperienceTechnical Knowledge of Software ToolsInvoice Preparation and TrackingArtificial Intelligence Tools Understanding

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementRisk ManagementOperational SupportClient OnboardingDocumentation Management

Soft Skills

CommunicationProblem-SolvingCollaboration

Tools & Technologies

PythonNetsuiteMS ProjectMS ExcelMS WordMS PowerpointDomoTableauMS BIMicrosoft Copilot

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Financial Crimes AdvisoryManaged ServicesAML ProgramsBusiness DevelopmentOperational Efficiency

Tech Stack

Tools & technologies

PythonTableau

About the role

Key responsibilities & impact

Execute and complete day-to-day tasks according to client business objectives and requirements
Support new client onboarding, project setup, invoice preparation, and task tracking for Financial Crimes Advisory and Managed Services teams
Update project documentation consistently
Partner with GCDO Specialists and Managers to maintain project structure, goals, and resource requirements
Facilitate new client and full-time employee onboarding procedures
Maintain reporting tools and documents according to client and leadership specifications
Contribute to GCDO business development and growth initiatives
Identify opportunities to expand operational support across client engagements by understanding clients’ AML programs and operations
Participate in internal strategic initiatives, including standardization of project management and operating tasks
Support GCDO Operations Specialists and Managers in discussions with Financial Crimes Advisory and Managed Services leadership
Ensure reporting is accurate and issued on time
Identify risks and manage upward and downward communication and feedback

Requirements

What you’ll need

Bachelor’s Degree
Ability to exercise project management skills to effectively manage scope, budget, and timelines on internal and external projects
Ability to identify and manage prompt resolution of potential risks and issues while managing business objectives and requirements
Strong technical knowledge with software tools including Python, Netsuite, MS Project, MS Excel, MS Word, MS Powerpoint, Domo, Tableau, and MS BI
Prior operational experience with invoice preparation and tracking
Experience with and understanding of artificial intelligence (AI) tools, including Microsoft Copilot, and how they can be applied to improve operational efficiency, reporting, and project documentation

Benefits

Comp & perks

Full-time employment
Remote work arrangement