[HYBRID] Client Services Senior Associate

Our client is a 200 billion AUM global asset manager based out of NYC and we are currently looking for a senior associate client service role for 3 days a week onsite based out of Midtown Manhattan.

The Senior Associate, Client Operations position within the Client Service team is at the forefront of the operational client experience. The Senior Associate position based in New York, will work closely with Global Client Solutions and other members of the Client Service team globally to support the management of the end-to-end client experience.

The Client Service team is responsible for providing proactive, client centric service to clients and their related parties ensuring that clients have a positive and seamless experience. The role will also provide support to internal stakeholders across the business in delivering client objectives. This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations. This role involves ensuring efficient processing of client requests and partnering with various internal teams to address client needs and resolve issues.

Key responsibilities include:

• Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively

• Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customized ad hoc requests

• Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary

• Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues

• Organize, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses

• Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary

Experience:

• 8 years’ experience within financial services/ asset management, with experience in Investor Relations or Client Service

• Direct experience in a client-facing role is a plus

• Proven ability to champion the criticality of quality client outcomes to important internal stakeholders

• Ability to develop strong working relationships with both internal and external stakeholder

• Proven Project Management discipline highly advantageous

• Knowledge and experience related to Private Markets

Qualifications:

• Bachelor’s degree

• Tertiary qualifications in law, economics, finance or related field, commerce

Business Knowledge:

• Strong knowledge of systems/databases containing institutional or investment data

• Experience with pension funds or institutional investors and client servicing

• Knowledge of institutional investor needs

• Business acumen, financial metrics and key performance drivers

Technical Knowledge:

• Ability to successfully communicate (written and verbal) technical financial and investment related content

• Strong Financial knowledge

• In depth knowledge of Salesforce

• Understanding of current global regulatory environment and requirements

• Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI