Client Service Associate


Financial Services


New York, New York

Employment Type



A $20 Billion Investment Manager in NYC is looking to build out its client service and operations infrastructure. This position offers the opportunity to contribute to a brand new team and work with senior stakeholders at the firm. This Associate will be responsible for designing and implementing processes to support a growing business.

Job Description:

Compensation : $140000 - $180000
Job ID : 12437

  • Design and implement processes and controls to support a growing business.
  • Drive strategic projects and initiatives.
  • Optimize internal and external client service.  
  • Provide operational support for managed account launches, complex investor transactions, and investment mandate changes.
  • Work closely with the COO and other internal stakeholders on project initiatives aimed at creating automated and efficient processes.
  • Handle change management processes, along with driving technology projects to build tools for reporting and analysis, streamlining workflows, and improving user experience.

Job Requirements:

  • Candidates should have between five and eight years of experience in fund operations, project management, or client service roles within the financial services sector. An understanding of investor transactions, brokerage/counterparty relationships, and hedge fund accounting functions is preferred.
  • We expect associates to be adept project managers, critical thinkers with good commercial judgment, and excellent written and verbal communicators with  demonstrated organizational and analytical skills.
  • Creative problem-solving abilities, a process-oriented mindset, the ability to execute short-term tasks while managing long-term projects, and the  desire to work as part of a team are all essential, as is excellent attention to  detail and a proactive approach to work.
  • Expertise with Microsoft Office, including Excel, is required; fluency in other tools such as Power BI is preferred.


Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.