Associate, Advisor Support

Overview

• Join a leading financial services firm as an Associate in Advisor Support, enhancing investor experiences in alternative investments.
• Collaborate with clients and stakeholders to streamline onboarding and account management processes.
• Serve as a subject matter expert, ensuring seamless client servicing and reporting.
• Provide accurate and timely responses to inquiries, maintaining high client satisfaction.
• Handle subscription processes and onboarding for new investors and opportunities.
• Support account lifecycle activities, including updates and redemption requests.
• Collaborate with cross-functional teams to uphold service standards and optimize processes.
• Contribute to a dynamic environment focused on delivering exceptional client experiences.

Key Responsibilities & Duties

• Deliver outstanding advisor support by adhering to established standards and practices.
• Address diverse client inquiries with precision and professionalism.
• Manage subscription and onboarding processes for investors efficiently.
• Ensure seamless service delivery throughout the account lifecycle.
• Publish necessary documentation, including K-1s, and manage account updates.
• Collaborate with internal teams to leverage expertise for client opportunities.
• Act as a subject matter expert in servicing and reporting processes.
• Support business development efforts through informed client interactions.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in finance or related fields.
• 1-3 years of experience in client-facing roles within financial services.
• Knowledge of alternative investment lifecycle processes is advantageous.
• Exceptional analytical skills and attention to detail are essential.
• Strong interpersonal and organizational skills for effective independent work.
• Ability to meet deadlines and perform under pressure in a fast-paced environment.
• Proficiency in managing multiple tasks and prioritizing effectively.
• Experience in subscription, capital calls, and reporting processes is preferred.