Investor Relations Client Services Associate

KEY RESPONSIBILITIES:

  • Maintain investor account information in CRM database

  • Maintain investor account information on the company portal

  • Prepare and deliver routine investor communications such as client reporting, cash distributions, capital calls and K-1 delivery

  • Respond to daily investor inquiries related to capital account statements, cash distributions, capital calls, tax issues, contact updates

  • Liaise with internal stakeholders including Investor Relations, Compliance, Legal, Tax, Finance, Operations and external Investors, Administrators, Auditors

  • Assist On-boarding Associate in processing new subscriptions to Funds

  • Assist On-boarding Associate in entering client information into CRM database

  • Ensure clients receive the highest level of service in response to any query or interaction at all times

GENERAL QUALIFICATIONS:

  • Detail oriented

  • Strong customer service orientation

  • Excellent written and verbal communication skills

  • Strong analytical and problem solving skills

  • Strong interpersonal skills and ability to interact with investors as well as personnel across the firm

  • Self- starter with strong project management and follow through skills

  • Ability to multitask and shift priorities with changing demands or deadlines

  • Capacity to discretely handle highly confidential and sensitive information

  • Knowledge of MS Office, particularly Excel and Word

DESIRED EDUCATION:

Undergraduate degree required

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