What are the responsibilities and job description for the Client Services Analyst position at Kforce Inc?
Responsibilities
Kforce is working with a client in search of a Client Services Analyst to join their team! This position is full time, direct hire and on-site in NYC. Summary: The Investor Relations team is dedicated to providing a superior investor experience across its evergreen, open and closed-end funds, including institutional and private wealth investors and intermediaries, while ensuring adherence to compliance and regulatory requirements. This team partners with various internal teams, as well as external fund administrators, to provide private fund investors with a consistent client service experience. The Analyst will be an integral part of the Investor Relations Team performing various operational and client service functions. Responsibilities:
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce is working with a client in search of a Client Services Analyst to join their team! This position is full time, direct hire and on-site in NYC. Summary: The Investor Relations team is dedicated to providing a superior investor experience across its evergreen, open and closed-end funds, including institutional and private wealth investors and intermediaries, while ensuring adherence to compliance and regulatory requirements. This team partners with various internal teams, as well as external fund administrators, to provide private fund investors with a consistent client service experience. The Analyst will be an integral part of the Investor Relations Team performing various operational and client service functions. Responsibilities:
- Provide comprehensive support to Investor Relations team in onboarding, servicing, and maintaining the investor database in addition to periodic and ongoing client support
- Onboard clients and assist clients with required documentation
- Perform account maintenance including but not limited to: name/address changes, gifting and/or transferring partnership interest, and other ongoing database maintenance
- Regular and proactive contact with clients regarding; new account documents
- Maintain accurate and detailed client files
- Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents
- Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests
- Gain hands on experience working directly with clients in all aspects of client servicing
- Work as part of a team environment toward a common goal of providing exceptional client service
- Excellent client service skills, including sound business judgment and understanding of escalation procedures
- Detailed oriented and organized with strong follow-up skills
- Advanced knowledge of MS Excel, Word, and PowerPoint
- Strong written and verbal communication skills
- Strong collaboration, time management, and organizational skills
- Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast past work atmosphere
- Ability to manage multiple tasks simultaneously
- Experience working with/at a Fund Administrator preferable, but not required
- Private Equity exposure
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Salary : $65,000 - $90,000
