Client Services Associate
Salary undisclosed
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*Client is a multi-billion dollar fund that manages private equity and hedge fund strategies
Responsibilities:
- Collaborate with senior leadership and marketing to provide essential resources and support
- Oversee investor onboarding paperwork with the fund administrator, ensuring accuracy and timely delivery
- Manage and update the investor database with contact details, communication history, and key information
- Track and document all investor communications
- Distribute monthly performance reports and updates via email
- Keep the online investor platform current with monthly administrative updates
- Prepare and share meeting materials for prospective and current investors
- Respond promptly to investor inquiries, including requests for documents, account updates, or funds confirmation
- Maintain and update investor contact lists for information distribution
- Compile and submit a monthly investor summary for accounting
Required Qualifications:
- 1-3 years of relevant client services experience in financial services, institutional experience highly preferred
- Strong academic pedigree
43307
*Client is a multi-billion dollar fund that manages private equity and hedge fund strategies
Responsibilities:
- Collaborate with senior leadership and marketing to provide essential resources and support
- Oversee investor onboarding paperwork with the fund administrator, ensuring accuracy and timely delivery
- Manage and update the investor database with contact details, communication history, and key information
- Track and document all investor communications
- Distribute monthly performance reports and updates via email
- Keep the online investor platform current with monthly administrative updates
- Prepare and share meeting materials for prospective and current investors
- Respond promptly to investor inquiries, including requests for documents, account updates, or funds confirmation
- Maintain and update investor contact lists for information distribution
- Compile and submit a monthly investor summary for accounting
Required Qualifications:
- 1-3 years of relevant client services experience in financial services, institutional experience highly preferred
- Strong academic pedigree
43307