Associate Client Relations & Investor Services Specialist
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About The Position
As an Associate Client Relations & Investor Services Specialist, you will be a key part of our hybrid team, combining elements of both client relations and investor services. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. You will focus on Alternative Investments products and services, supporting clients by ensuring their operational and investment needs are met with the highest level of satisfaction. In this role, you will be solving problems, managing escalations, processing transactions, and collaborating with internal teams to improve service quality and client satisfaction. This position is an excellent opportunity to gain exposure and knowledge within the client relations and financial services sectors while developing expertise in Alternative Investments. In the first 3-6 months in this role you will go through our formal training program, start by serving our clients in a call center environment while developing the foundational knowledge and experienced to transfer into the Client Relations space.
