Senior Client Associate
5 days ago
We are looking for a highly skilled Senior Client Associate to join our team at Snakorpio Group Inc. in Midtown Manhattan.
About the JobThe 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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