Coordinator, Client Service

Carlyle Group Inc.•Washington, DC

57d•$80,000 - $90,000•Hybrid

About The Position

The Client Service Coordinator supports the Investor Relations Team for Carlyle's funds, ensuring exceptional service delivery to investors. This role requires strong prioritization skills, meticulous attention to detail, and the ability to manage competing priorities in a deadline-driven environment. The Coordinator serves as the key liaison for gathering information from internal teams-including Legal, Tax, Compliance, Fund Management, and Accounting-to enhance the client experience. In-Office Requirement: 4 days per week

Requirements

Bachelor's degree, required
1+ years of overall relevant work experience, required
Strong communication and interpersonal skills, with the ability to effectively liaise with, manage expectations of, and develop relationships with internal stakeholders and investors
Excellent time management, attention to detail, and strong organizational skills to manage multiple tasks simultaneously
Ability to work effectively as part of a team and at a high energy level
Excellent Microsoft Office skills, especially Word and Excel
Ability to synthesize large data sets into comprehensible formats and summarize findings
Proactively approach tasks with a "big picture" mindset, considering long-term goals and implications while taking initiative to drive results
Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
Willingness to work flexible hours and monitor emails outside of normal work hours

Nice To Haves

Concentration in Finance, Economics, Business Administration, or a related field, preferred
Experience in financial services, private equity, investment banking, asset management or law, preferred
Prior experience with Customer Relationship Management systems such as Salesforce is desirable but not required

Responsibilities

Work proactively with Investor Relations and Fund Management teams to understand new fund structures and fundraising timelines
Support all aspects of the fund close process, including investor onboarding, compliance and tax clearance and posting documents to the investor portal
Throughout the life of the fund, serve as the main point of contact for investors requesting transfers and name changes and coordinate with necessary stakeholders to complete these requests timely
Respond to investor requests and prepare, proofread, and send legal, tax and financial reporting documentation to investors
Provide oversight for team that posts investor reporting to Carlyle's investor portal, review and approve higher risk documents before they are available to investors, and handle any posting needs outside of business hours
Communicate effectively with global stakeholders, both internal and external.
Coordinate efforts with teams across the organization to ensure efficiency and consistency of investor-related processes, systems and applications.
Ensure integrity of investor and fund data in key systems:
Create new fund records and update throughout the lifecycle of the fund
Oversee onboarding of new investors
Approve key investor data elements including demographics and wire instructions
Support data reporting needs from broader Investor Relations team
Collaborate with Fund Management team to maintain and report on day-to-day fund financials