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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