Client Services, Hedge Fund
green key resourcesGreenwich (CT)
About the role
Job Detail Experience Level Mid LevelDegree Type Bachelor of Science (BS) Employment Full Time Working Type HybridJob Reference 0000020744 Salary Type Annually Industry Hedge Fund Selling Points Excel in a hybrid role combining operational and client services expertise. Leverage AI tools to enhance financial processes and documentation accuracy. Collaborate with a high-performing financial team.
Job Description
Client Services, Hedge Fund Overview:
The Client Services role within a hedge fund focuses on operational and client service tasks in a dynamic financial environment. Engage with administrative teams to ensure accurate transaction processing and documentation handling.
Collaborate on capital activity processes, leveraging analytical and detail-oriented skills. Utilize AI tools to streamline operations and enhance efficiency in client services. Work within a hybrid environment, combining remote and on-site responsibilities.
Support operational tasks with a focus on documentation accuracy and compliance.
Ideal for candidates with accounting backgrounds from hedge funds or relevant financial firms.
Opportunity to contribute to a high-performing team in the financial services industry.
Client Services, Hedge Fund Key Responsibilities & DutiesManage client transactions and ensure proper documentation and compliance standards are met.
Collaborate with administrative teams to support operational processes and reporting.
Analyze financial data and provide insights to enhance client service efficiency.
Utilize AI tools to optimize workflow and improve data management practices.
Assist in capital activity processes, ensuring accuracy and timeliness.
Maintain detailed records and documentation for internal and external audits.
Provide support for operational tasks, including data entry and transaction reconciliation.
Contribute to team initiatives aimed at improving service delivery and operational efficiency.
Client Services, Hedge Fund Job Requirements:
Bachelor of Science (BS) degree in a relevant field is required.
Minimum of 2 years of experience in financial services or hedge fund operations. Preferred 5 years of experience in client services or related roles.
Strong analytical skills and attention to detail are essential.
Experience with AI tools and data management practices is advantageous.
Background in accounting or financial operations within hedge funds is preferred.
Ability to work in a hybrid environment, balancing remote and on-site tasks.
Proven ability to manage multiple tasks and prioritize effectively in a fast-paced setting.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this