Client Services Associate

2 days ago

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

We are seeking a highly professional Client Services Associate to join our Business Development, Investor Relations, and Client Services team. As a key point of contact for our valued investors, you will be responsible for managing all post-transaction activities, ensuring seamless and prompt communication, and fostering strong relationships with our investor base.

Key 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.
What We Offer:

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.

We are an employee-owned firm, providing material economic wealth creation opportunity for dedicated, entrepreneurial professionals. Our team aligns to an in-office work model, designed to increase meaningful moments that are not replicated in a remote experience. Employees who join our organization can count on this model to accelerate your onboarding, learning, and integration into the firm.

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.

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