Associate Client Relations & Investor Services Specialist

Alps Alternative Investment Services • Kansas City, MO

424d • Hybrid

About The Position

As an Associate Client Relations & Investor Services Specialist, you will play a crucial role in maintaining strong relationships with clients while providing exceptional support in managing inquiries and overseeing service delivery. This position focuses on Alternative Investments products and services, ensuring that clients' operational and investment needs are met with high satisfaction. You will engage in problem-solving, manage escalations, process transactions, and collaborate with internal teams to enhance service quality and client satisfaction.

Requirements

• A Bachelor's degree, or a high school diploma with at least 2 years of related experience.
• Excellent interpersonal and professional communication abilities, capable of explaining complex information in simple terms and building rapport with clients.
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
• Strong enthusiasm for providing exceptional service, focusing on building long-term client relationships and improving satisfaction.
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.

Responsibilities

• Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for operational and investment inquiries.
• Provide world-class service to clients by answering inbound calls, addressing questions, resolving issues, and supporting Alternative Investment products.
• Investigate and resolve complex client issues, offering clear and concise solutions, including making outbound calls for updates or additional information.
• Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
• Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
• Handle complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
• Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
• Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
• Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision Insurance
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 10,001+ employees