Client Services

Overview:

Serve as the primary contact for institutional and high-net-worth clients, managing accounts and collaborating with internal teams to resolve issues.

Responsibilities:

• Client Management:
• Handle client onboarding for fund and custody relationships
• Must have alternative investments
  • Address inquiries and provide timely information on accounts and transactions.
  • Build strong relationships and coordinate client onboarding.
• Account Maintenance:
  • Ensure account information is current and transactions are processed accurately.
  • Prepare and distribute performance reports and market insights.
• Issue Resolution:
  • Resolve inquiries regarding investment products and fees.
  • Investigate discrepancies and escalate issues as needed.