Client Service Associate

Job Overview

Compensation

Schedule

About the Role

The Client Service Associate supports client account administration, responds to client-related requests, prepares and reviews investment documentation, supports the delivery of a high-quality client experience, maintains client records, updates CRM systems, coordinates with custodians and third-party service providers, monitors client cash activity, assists with capital calls and funding obligations, ensures investment transactions are accurately tracked and recorded, and supports operational enhancements.

Responsibilities

• Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
• Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
• Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
• Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
• Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
• Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.

Requirements

• Education: Bachelor’s degree is required.
• Experience: 2–4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
• Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
• Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
• Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment are required.

Qualifications

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.