Client Services Associate

New York, New York • $80,000-$90,000

About the Company:

Our client is a dynamic alternative investment firm and is hiring a Client Services Associate who will be responsible for onboarding new investors, managing ongoing requests from current investors, and assist with investor reporting.



  • Liaise with fund administrator, prospects, and investors to facilitate investor onboarding
  • Review incoming investor requests and project manage both internal and external groups to ensure timely completion
  • Assist with data analysis and visualization for inclusion in investor reports for RFIs, monthly/quarterly status updates, etc
  • Partner closely with IR team to respond to ongoing ad hoc requests from investors
  • Review investor capital activity and facilitate interactions between the fund administrator and investors



  • Bachelor’s degree required
  • 2-4 years of experience in a client facing role
  • Experience with reporting software’s
  • Advanced Excel skills


Salary Range: 




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