Client Operations Associate

New York Life•Richmond, VA

8d•$70,000 - $80,000•Hybrid

About The Position

At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity. Apogem Capital leads the way in alternatives investing with decades of experience in the middle market and approximately $40 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities. At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve. If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. 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.
Assist in sending regular/standardized outbound emails to investors out of email system using templates (LP invitations, closing notifications, fundraising updates, etc.)