Client Service Associate

Stamford, CT




  • Tracking and reporting internally on all fund transaction activity. Liaising with investors, front office and legal on such activity, including reviewing submitted paperwork and escalating issues as warranted.
  • Maintaining and updating the firm’s client relationship management (CRM) system.
  • Managing the firm’s external investor website both in terms of content and access. Includes working with the vendor to trouble-shoot any technical issues and implement any modifications.
  • Reviewing monthly/quarterly statements, transaction summaries and other reports produced by the funds’ administrator.
  • Working with colleagues on investor reporting such as attribution reports and talking points.
  • Distributing information through the firm’s CRM as needed.
  • Partnering with managers to review and update procedures and workflows to continually improve accuracy, reduce redundancy, and mitigate risk.
  • Ad hoc requests including assisting other departments.
  • Contributing to additional project-oriented work (e.g. Compliance initiatives, new product launches, changes to client reporting).






  • Bachelors Degree
  • Excel Experience



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

Date Posted 5/8/2018
Salary $55,000- $60,000 + Bonus

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