Asset Management Client Services - Associate

Job Description

You are a strategic thinker passionate about driving solutions in Asset Management Client Services. You have found the right team.

As an Asset Management Client Services Professional within our Client Account Management team, you will spend each day defining, refining, and delivering set goals for our firm.

Job Responsibilities

• Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and offboarding for institutional clients investing in alternative strategies.
• Serve as the primary point of contact for clients, addressing inquiries and providing timely updates on account status.
• Monitor client accounts to ensure compliance with investment guidelines and company policies, including KYC and tax refreshes.
• Collaborate with internal teams such as Client Reporting, Operations, Investor Relations, and Fund Administrators to effic...