What are the responsibilities and job description for the Client Service Associate position at Arrow Search Partners?
About The Company
Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. The Client Services Associate will be responsible for customer service and operational functions for the firm.
Responsibilities
$80,000-$100,000
Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. The Client Services Associate will be responsible for customer service and operational functions for the firm.
Responsibilities
- Coordinate and undertake investor document collection and review with the fund administrator and fund counsel
- Assist investors with document completion and other questions related to their investments
- Maintain internal investor capital activity and CRM databases
- Partner with internal and external fund counsel and administrators to implement new investor rules and regulations
- Regular reconciliation with fund administrators to ensure smooth and accurate processing of capital activity and investor records
- Ownership of investor subscription, redemption, and transfer process
- Produce and update internal reporting for various departments of the firm
- Bachelor’s degree required
- 3-5 years of relevant experience preferable from an alternative investment firm
- Strong written communication skills
- Analytical thinker
- Professional demeanor with strong customer service attitude
$80,000-$100,000
Salary : $80,000 - $100,000
