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Client Services Associate

2 months ago

Tampa, Florida, United States Star Mountain Full time
Job Title: Client Services Associate

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.
Requirements:
  • Bachelor's Degree preferred.
  • 4 years in working experience preferably working in financial services, investment management, investment banking, or other professional setting.
  • 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.
Benefits:

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.