Associate, Client Operations

Apogem Capital•Richmond, VA

1d•Hybrid

About The Position

The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients. This position must work closely with individuals across the organization and process client transactions correctly and within tight time constraints.

Requirements

Minimum 3 years of experience in client/customer response role required
Strong Excel, Word, Power Point and demonstrated data management skills
Strong work ethic
Ability to multi-task
Has experience with new procedures and system implementation
Ability to work within a team
Exceptional organizational skills and attention to detail
Strong verbal and written communication skills

Nice To Haves

4-year undergraduate degree preferred
Prior alternative investment experience preferred but not required

Responsibilities

Communicate directly with clients regarding their accounts and questions they may have by providing timely and accurate responses.
Work with incoming clients to process legal and compliance documentation in line with industry regulations under time sensitive constraints.
Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
Manage investor reporting and communications, including report distribution, investor notices, and ad hoc requests in coordination with fund administrators and internal teams
Partner cross-functionally to resolve client issues, track requests, and ensure a seamless client experience
Drive operational efficiency through process improvements, data quality controls, and system enhancements