Senior Client Associate

5 days ago


New York, New York, United States Snakorpio Group Inc. Full time

We are looking for a highly skilled Senior Client Associate to join our team at Snakorpio Group Inc. in Midtown Manhattan.

About the Job

The Global Client Service Expert will be responsible for providing proactive, client-centric service to clients and their related parties, ensuring a positive and seamless experience.

This role involves coordinating the flow of investor inquiries and responses with internal teams, delivering timely and accurate investor-facing communications, and liaising with Client Service Reporting and other internal teams to ensure delivery of reporting needs.

Key Responsibilities:

  • Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively
  • Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customized ad hoc requests
  • Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary
  • Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues
  • Organize, manage, and monitor the team's schedule and inbox to ensure the quality and timely service delivery of requests and query responses
  • Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary

Requirements:

  • 8+ years' experience within financial services/ asset management, with experience in Investor Relations or Client Service
  • Direct experience in a client-facing role is a plus
  • Proven ability to champion the criticality of quality client outcomes to important internal stakeholders
  • Ability to develop strong working relationships with both internal and external stakeholder
  • Proven Project Management discipline highly advantageous
  • Knowledge and experience related to Private Markets

Salary:$140,000 - $180,000 per annum, depending on experience



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