Client Service Associate

Greenwich, Connecticut • $80,000-$100,000

About the Company:

Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. The Client Services Associate will be responsible for customer service and operational functions for the firm.



  • Coordinate and undertake investor document collection and review with the fund administrator and fund counsel
  • Assist investors with document completion and other questions related to their investments
  • Maintain internal investor capital activity and CRM databases
  • Partner with internal and external fund counsel and administrators to implement new investor rules and regulations
  • Regular reconciliation with fund administrators to ensure smooth and accurate processing of capital activity and investor records
  • Ownership of investor subscription, redemption, and transfer process
  • Produce and update internal reporting for various departments of the firm



  • Bachelor’s degree required
  • 3-5 years of relevant experience preferable from an alternative investment firm
  • Strong written communication skills
  • Analytical thinker
  • Professional demeanor with strong customer service attitude


Salary Range





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