Current jobs related to Client Service Associate - New York - Fortress Investment

  • Client Service Associate

    6 days ago

    New York, United States Motion Recruitment Full time

    Title: Client Service Associate Description: Job Description Summary The Client Service team is part of a small boutique office located in downtown Seattle/New York. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking...

  • Client Services Associate

    24 minutes ago

    New York, United States Adam Personnel Full time

    Our client, a boutique wealth management firm with a mission to educate their clients and help them enjoy life without ever worrying about financial security seeks an experienced Client Service Associate to join their team. They achieve their mission by designing personalized and comprehensive financial plans, investment solutions, and risk management. The...

  • Client Service Associate

    4 days ago

    New York, New York, United States Metasys Technologies Full time

    Job Title: Client Service AssociateAbout the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Metasys Technologies. As a key member of our Client Service team, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key...

  • Client Service Associate

    2 weeks ago

    New York, New York, United States National Financial Partners Full time

    We are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...

  • Client Services Associate

    3 weeks ago

    New York, United States Apollon Wealth Management, LLC Full time

    Client Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...

  • Client Service Associate

    1 week ago

    New York, New York, United States NFP Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and their families.Key ResponsibilitiesClient Service: Provide superior client service by identifying client needs,...

  • Client Service Associate

    6 days ago

    New York, United States Corps Team Full time

    Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team e Client Service, Associate, Service, Retail, Staffing, Client

  • Client Service Associate

    1 week ago

    New York, New York, United States Brown Brothers Harriman Full time

    About the RoleBrown Brothers Harriman is seeking a highly skilled Client Associate to join our Private Banking team. As a Client Associate, you will play a critical role in providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesClient Service: Coordinate with Relationship Managers to ensure that the day-to-day...

  • Client Services Associate

    2 months ago

    New York, United States KDS Strategic Search Group Full time

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

  • Client Services Associate

    2 weeks ago

    New York, New York, United States Nasdaq Private Market Full time

    About the RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.Key ResponsibilitiesManage the transaction process from start to finish for late-stage,...

  • Client Service Associate

    6 days ago

    New York, United States Phaxis Full time

    Pay Rate: $35.73Job Description Summary:The Client Service team is part of a small boutique office of Client located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service...

  • Client Services Associate

    3 months ago

    New York, United States KDS Strategic Search Group Full time

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

  • Client Services Associate

    3 months ago

    New York, United States KDS Strategic Search Group Full time

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

  • Client Services Associate

    3 weeks ago

    New York, United States Stonebridge Financial Partners LLC Full time

    Our Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...

  • Client Services Associate

    1 week ago

    New York, New York, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our media buying platform helps brands deliver a more insightful and relevant ad experience for consumers, setting a new standard for global reach, accuracy, and...

  • Client Services Associate

    5 days ago

    New York, New York, United States SPS North America Inc Full time

    Job Title: Client Services AssociateAt SPS North America Inc, we are seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our office services team, you will be responsible for providing exceptional support to our clients and employees.Key Responsibilities:Provide 5-star customer service to all employees...

  • Client Service Associate

    6 days ago

    New York, United States Metasys Technologies Full time

    Job Description Summary The Client Service team is part of a small boutique office of Client located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to...

  • Client Services Associate

    3 hours ago

    New York, New York, United States Jobility Talent Solutions Full time

    The Client Service team at Jobility Talent Solutions is part of a dynamic boutique office located in downtown Seattle. The team partners with portfolio management, operations, trading, and distribution to provide exceptional service experiences for clients. We are seeking a Client Services Associate to support our growing business. Successful candidates will...

  • Client Services Associate

    1 day ago

    New York, United States Jobility Talent Solutions Full time

    The Client Service team is part of a small boutique office of *** located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business....

  • Client Services Associate

    5 days ago

    New York, United States Jobility Talent Solutions Full time

    The Client Service team is part of a small boutique office of *** located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business....

Client Service Associate

4 months ago

New York, United States Fortress Investment Full time

Client Service Associate

New York

Capital Formation Group

Ref #

3308

Date published

04-Mar-2024

About Fortress

Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $48 billion of assets under management as of December 31, 2023. Founded in 1998, Fortress manages assets on behalf of over 1,900 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit www.fortress.com.

Responsibilities

* Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries
* Facilitating capital activity events including subscriptions, redemptions, and transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel
* Completing frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting such as Solvency II, ILPA, and Basel III templates
* Distributing monthly/quarterly estimates, statements, investor letters, capital calls/distribution notices and audit confirmations
* Understanding and ensuring compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures
* Documenting processes and policies and recommending additional procedures to enhance investor communications
* Updating and maintaining investor records
* Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting

Qualifications

* Bachelor's degree with at least 4 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred
* Excellent oral and written communication skills
* Extremely organized and detail-oriented
* Thrives in an extremely fast-paced environment
* Ability to multitask and prioritize among many time-sensitive demands
* Positive attitude and team player with the ability to forge relationships across the firm
* Comfortable interacting with individuals at all levels, both internally and with clients
* Dynamo, Intralinks and Investran experience is a plus

The base salary range for this position is expected to be between $100,000 and $140,000.

The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions.

Maximum Salary

140,000

Minimum Salary

100,000