Investor Services Associate Private Wealth - eFinancialCareers : Job Details

Responsibilities

• Support clients with all post-sales servicing needs across a range of closed ended and semi-liquid funds (private equity, private credit and secondaries).
• Cover all operational aspects of onboarding the firm’s semi-liquid funds to distributor platforms.
• Act as first point of contact for queries and issues.
• Daily contact with middle office teams at the banks/distributors, 3rd party service providers and internal teams.
• Proactively develop solutions to improve and streamline client and distributor experience.
• Ad-hoc involvement with strategic projects including launch of new products and expansion into new geographic markets.

Requirements

• 3+ years of Client service/ onboarding/ operations/ middle office experience.
• Proven knowledge of bank/wealth manager servicing processes (onboarding, reporting, query management etc.).
• Private markets experience is not essential.
• Ability to work in a fast-paced environment, managing heavy workloads whilst adhering to tight deadlines.