Client Services Associate

Our client is seeking a highly professional Client Services Associate to work as part of our Investor Relations team to support our growing investor base. In this role, you will be one of the primary points of contact for our valued investors You will be responsible for managing all post-transaction activities, ensuring seamless and prompt communication, and fostering strong relationships with our investor base.

Salary: 70k – 90k

Pay rate: $35-$42

Must have financial experience 2 -3 years experience

New York, NY

Responsibilities:

Manage the execution of subscription agreements, capital call notifications, transfer documentation.

Facilitate collection and verification of required investor documents.

Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing.

Deliver unparalleled client service with emphasis on warmth, professional, and timely co...