Client Service Operations Associate, Hedge Fund
atlantic groupGreenwich, CT
Client Service Operations Associate, Hedge Fund
atlantic groupGreenwich, CT
2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksCustomer Service RepresentativesIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
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 capacityCRM experience#50192
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JOB OVERVIEW
Experience level
Mid
Location
Greenwich, CT
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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