Client Service Operations Associate, Hedge Fund

Posted 2 days ago

atlantic groupGreenwich (CT)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Responsibilities: Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution. Prepare and distribute client reporting, performance updates, and fund-related documentation with a high degree of accuracy. Support investor onboarding, subscriptions/redemptions, KYC/AML processes, and ongoing account maintenance. Build strong client relationships through proactive communication, attention to detail, and a thorough understanding of fund products and operations.

Key Qualifications: 4 - 7 years working within private wealth management in a client service and/or operational capacityCRM experience#50192

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