Client Service – Alternative Investments Overview • The Client Service – Alternative Investments role focuses on supporting operational and client service functions within a dynamic financial services environment. • Collaborate with cross-functional teams to streamline processes and enhance operational efficiency through automation and workflow optimization. • Engage with clients to provide education on fund structures and coordinate bespoke documentation requirements. • Work closely with custodians, administrators, and brokers to facilitate transactions and account onboarding. • Support portfolio implementation and manage strategy changes, ensuring seamless execution of fund events. • Provide oversight to a dedicated client service team, ensuring high-quality service delivery. • Contribute to risk mitigation efforts and assist in the development of new business structures and markets. • Maintain strong communication and organizational skills to handle multiple priorities effectively. Client Service – Alternative Investments Key Responsibilities & Duties • Educate clients on fund structures and coordinate documentation requirements with various stakeholders. • Facilitate transactions and onboarding processes, collaborating with custodians and brokers. • Develop automated workflows to enhance operational efficiency and reduce manual risk. • Manage strategy changes and fund events, ensuring seamless implementation and client satisfaction. • Oversee daily operations of a dedicated client service team, ensuring high-quality service delivery. • Collaborate with engineering teams to implement technology solutions for streamlined processes. • Support investor services and administration teams with operational tasks and client inquiries. • Contribute to risk mitigation and the development of new business structures and markets. Client Service – Alternative Investments Job Requirements • Bachelor’s degree in finance or a related field, demonstrating strong academic preparation. • Minimum of 4 years of experience in the financial industry, with complex fund structure experience preferred. • Proficiency in Microsoft Office Suite and familiarity with operational workflows. • Excellent written and verbal communication skills for effective client and team interactions. • Strong organizational skills to manage multiple tasks within tight timeframes. • Ability to work autonomously and collaboratively within a team-oriented environment. • Experience in managing client relationships and overseeing service delivery teams. • Commitment to maintaining high standards of operational risk mitigation and process improvement.