Client Service Specialist
$150k - $200kAddition Management
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.
• 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.
Vacancy posted 1 day ago
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