Client Services Associate
1 week ago
Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (LMM), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Our firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM.
Job Responsibilities:- Manage the execution of subscription agreements, capital call notifications, and transfer documentation.
- Facilitate collection and verification of required investor documents.
- Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing.
- Deliver unparalleled client service with emphasis on warmth, professionalism, and timely communication via phone and email.
- Address investor inquiries via email or phone.
- Address investor concerns and feedback, providing clear explanations in a professional manner.
- Gather relevant information from internal teams to efficiently resolve investor issues.
- Track all investor documents and transactions in a secure and organized manner.
- Participate in investor events and specific meetings to strengthen existing relationships and develop new ones.
- Proactively communicate information and updates to investors to keep them informed and engaged.
- Bachelor's Degree preferred.
- 4 years in working experience preferably working in financial services, investment management, investment banking, or other professional settings.
- Strong sense of ownership and pride in work, firm, and culture.
- Highly organized, detailed-oriented, quick learner, and strong experience working in CRM and Outlook software.
- Positive attitude towards work and team.
- Exceptional communication skills, both written and verbal.
- Exceptional focus on client services and interpersonal relationship building.
- Ability to time manage and think critically about priorities given competing deadlines.
The typical salary for this position is between $75,000 & $85,000. The exact salary will be determined based on the candidate's qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee-owned, providing for material economic wealth creation opportunity.
Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees' needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits.
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