Client Service Operations Associate, Hedge Fund
atlantic groupGreenwich, CT
Client Service Operations Associate, Hedge Fund
atlantic groupGreenwich, CTMid L4
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksCustomer Service Representatives
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOWResponsibilities:
Serve as the primary point of contact for institutional clients, providing responsive and high-touch service.
Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution.
Prepare and distribute client reporting, performance updates, and fund-related documentation with a high degree of accuracy.
Support investor onboarding, subscriptions/redemptions, KYC/AML processes, and ongoing account maintenance.
Build strong client relationships through proactive communication, attention to detail, and a thorough understanding of fund products and operations.
Key Qualifications:
4 - 7 years working within private wealth management in a client service and/or operational capacityCRM experience#50192
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Level
Mid L4
Location
Greenwich, CT
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
8 days ago