Client Services Associate

New York, New York • $90,000-$120,000

About the Company:

Our client is a highly diversified global investment manager with over $40 billion in AUM investing for a range of credit, real estate, private equity, and permanent capital investment strategies. The Client Services Associate will take ownership of all investor relations functions for a group of designated funds, primarily focused on supporting the growing Private Wealth Solutions business.



  • Respond to daily investor inquiries via phone and email
  • Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting
  • Facilitate capital activity events including subscriptions, redemptions, transfers, and review and track documentation from investors while liaising with internal and external legal and tax counsel
  • Updating and maintaining investor records
  • Documenting processes and policies and recommending additional procedures to enhance investor communications
  • Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams



  • Bachelor’s degree required
  • 2-3 years of financial services experience
  • Credit and/or real estate experience is a strong plus
  • Advance proficiency in CRM systems focused on alternative investments


Salary Range: 




  • Drop files here or
    Max. file size: 2 MB.
    • This field is for validation purposes and should be left unchanged.