Client Services Associate

New York, New York • $80,000-$100,000

About the Company:

Our client is a financial services and global investment firm with over $280 billion in AUM. They are hiring a Client Services Associate to help with coordinating all client operational requests and onboarding and offboarding of accounts.



  • Responsible for assigned operational client requests
  • Manage client expectations and timing of downstream inputs, with ultimate responsibility for the final product
  • Own the various transitions, legal documentation updates, and other changes required by the client
  • Coordinate across various teams during the client’s audit period, ensuring a successful audit
  • Coordinate and process asset and cash movements for clients
  • Coordinate the operational setup of internally structured deals
  • Assist with various ad-hoc and special projects as directed by management


  • Bachelor’s degree required
  • 2-3 years of experience in client reporting
  • Experience working with investment management marketing and distribution teams
  • Ability to analyze and manage large sets of data

Salary Range:




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