Our client, a successful hedge fund in Midtown, NY, is looking to add a Client Services Associate to their team! This person will be responsible for managing client documents and facilitating client requests. Additional responsibilities include processing capital call notices, executing client transactions, and managing client data in the firm’s CRM system. The ideal candidate will come with at least three years of experience in client services for a reputable financial services firm, preferably a hedge fund.
Responsibilities Include:
- Communicating with clients via phone and email to properly update them on any account-related information
- Gathering, processing, and maintaining client information in the firm’s CRM system
- Addressing any client concerns or questions directly, and escalating where necessary
Requirements:
- 3+ years of client services experience, ideally for an established hedge fund
- Familiarity with Microsoft Office Suite (Excel, Outlook, PowerPoint) and CRM systems
- Exceptional written and verbal communication skills
Pay: $32-36/hour
