Client Service Operations Associate, Hedge Fund

Responsibilities

• Serve as the primary point of contact for institutional clients, providing responsive and high-touch service.


• Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution.


• Prepare and distribute client reporting, performance updates, and fund-related documentation with a high degree of accuracy.


• Support investor onboarding, subscriptions/redemptions, KYC/AML processes, and ongoing account maintenance.


• Build strong client relationships through proactive communication, attention to detail, and a thorough understanding of fund products and operations.

Key Qualifications:

• 4 - 7 years working within private wealth management in a client service and/or operational capacity


• CRM experience

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