Client Service Specialist

Job Description

Job Description

Position: Client Services Specialist

Location: New York, NY

Salary: $150K – $200K + Bonus

 

Prestigious Private Equity firm seeks a Client Services Specialist to join their Team!

 

Responsibilities

Investor Transfers & Wire Instruction Updates

· Support the administrative process for investor transfers and wire updates.

· Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

Email Inbox Management

· Monitor the general Investor Relations email inbox and triage incoming messages.

· Draft and send timely, accurate, and professional responses to routine investor inquiries.

· Log all relevant correspondence and follow-ups in the CRM.

CRM Management

· Maintain and update investor records, contact details, and activity logs in the firm’s

CRM system (Dynamo), ensuring accuracy and consistency.

· Track all investor interactions, requests, and key deadlines to support effective relationship management.

Due Diligence (DDQs) & RFPs

· Assist in completing standard due diligence questionnaires and requests for proposals.

· Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.

· Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.

· Ensure submissions meet formatting, branding, and quality standards and are delivered on time.

Meetings, Events & Presentation Support

· Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.

· Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.

Internal Collaboration

· Work cross-functionally with teams across the firm including Legal, Compliance, Fund Accounting, and Investments, to ensure a coordinated and responsive approach to investor needs.

Long-term career within Client Service

· This is a dedicated Client Service career path. Professional growth is focused on expanding responsibilities, expertise, and leadership within the client service function.

 

Qualifications

 

· Bachelor's degree in Finance, Business, Communications, or a related field.

· At least 3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.

· Knowledge of asset management, private equity, or alternative investments is preferred.

· Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.