Associate Manager, Client Relationship Management
About The Position
This is an exciting opportunity to join the Alternative Investments Management Team in a supervisory capacity. This role will oversee a team responsible for control reporting and the daily reconciliation of purchase activity between Wirehouse and Fund Sponsors. A key focus will be ensuring all purchase trading activity received at admit time accurately matches the sales logs provided by wirehouses, with timely identification, research, and resolution of discrepancies. The Supervisor will provide day-to-day leadership, monitor workflow, and control processes, oversee JIRA ticket and shared inbox management, and ensure accuracy, timeliness, and consistency in operational execution. This role will also drive accountability, strengthen reconciliation controls, and identify opportunities to improve processes and overall team performance.
Requirements
- Bachelor’s degree or equivalent experience
- 3+ years of client facing work-related experience specifically in financial services, banking, reconciliation, accounting, or similar required
- Proficient in Excel
- Strong written and verbal communication
- Skilled in operations, problem-solving, and data analysis
- Self-motivated and career-focused
- Works well in fast-paced, team environments
- Highly organized with strong time management
- Quick to learn new systems and processes
Nice To Haves
- 3+ years of leadership experience highly desirable
- Experience with service tools (e.g., Word, JIRA, Chorus/AWD, TA2000, 3270) a plus
Responsibilities
- Support Alternative Investment clients and provide backup coverage when other team members are out
- Oversee Daily Reconciliation: Ensure purchase and sales trading activity at admit time matches wirehouse sales logs
- Maintain Strong Controls: Ensure accurate reporting and timely identification of discrepancies
- Resolve Exceptions: Oversee the investigation, escalation, and resolution of reconciliation breaks
- Lead Team Performance: Manage daily workflows, priorities, and operational deadlines
- Monitor Outstanding Items: Oversee JIRA tickets and shared inbox activity to ensure timely follow-up
- Drive Process Improvements: Identify recurring issues and opportunities to improve accuracy and efficiency
- Strengthen Partnerships: Collaborate with wirehouses, fund sponsors, and internal teams to resolve discrepancies
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
