What are the responsibilities and job description for the Client Services Associate position at Atlantic Group?
Job Overview – Client Services Associate (Hybrid):
Compensation: $90,000 – $110,000/year base ($130,000 – $140,000 All-In)
Location: Stamford, CT
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Services Associate for our client in Stamford, CT (Hybrid). This role is ideal for professionals with experience in investment operations, fund servicing, and client support. You’ll manage account onboarding, oversee daily investor transactions across commingled funds, SMAs, mutual funds, and CITs, and coordinate with internal teams and external partners.
Responsibilities as the Client Services Associate:
- Client Operations: Manage transactions for subscriptions, redemptions, and transfers across Private Funds, SMAs, Mutual Funds, and CITs.
- Cross-Functional Coordination: Oversee daily workflows and collaborate with Business Development, Legal, and external partners.
- Client Support & Communication: Provide operational support to clients, administrators, consultants, custodians, and auditors.
- Reporting & Compliance: Assist with regulatory and board reporting, partnering with Legal and Compliance teams.
- Process Improvement: Identify workflow inefficiencies and partner with Engineering to streamline systems and enhance scalability.
- Project & Onboarding Support: Lead operational initiatives and assist with onboarding new accounts and complex structures.
Qualifications for the Client Services Associate:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Experience: 3-5 years in client service within the financial industry, with experience in complex fund structures strongly preferred.
- Technical Skills: Proficiency in Microsoft Office Suite, with preferred experience in Salesforce for enhanced client and data management.
- Skills & Attributes: Excellent verbal and written communication skills, strong organizational and multitasking abilities, and a proactive, detail-oriented mindset.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
#44214
Salary : $90,000 - $110,000
