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Client Services Associate, Private Markets

$90k - $110k

Oliver James Associates

Salary$90000 - $110000LocationManhattan, New York, NY, USAContractPermanentTypeHybridIndustryInvestmentsContactAdam View email address on click.appcast.io Client Services Associate, Private MarketsA growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary channels.ResponsibilitiesSupport new fund launches and onboard distribution partners.Coordinate with wealth platforms, fund administrators, transfer agents, and custodians.Act as an operational contact for clients and external service providers.Resolve onboarding and servicing issues across multiple stakeholders.Maintain operational trackers and produce reporting using Excel and PowerPoint.Help improve client service and onboarding processes.Ideal Background1+ years of experience in fund administration, investor services, transfer agency, fund operations, or alternative investments.Exposure to private equity, private credit, real estate, or other private market products.Strong client service, communication, and organizational skills.Comfortable working in a fast-paced, deadline-driven environment.Intermediate Excel skills and strong attention to detail.Contact me directly on [email protected]

Vacancy posted 5 hours ago
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