Our client, an Alternative Investment Fund, is seeking a Client Relations Associate in their Herndon, VA location:
RESPONSIBILITIES:
- Develop and maintain trust-based relationship with the firm's client
- Develop strong understanding of client's business needs and goals
- Serve as an assistant to the Director or Manager on client accounts, becoming an important part of the engagement team
- Serve as a primary contact for the portfolio of clients and their investors across different sectors, including but not limited to, hedge funds, private equity, venture capital, real estate funds, private credit, etc. This would involve inquiries and requests via phone and emails. The candidate should be able to demonstrate the ability to respond to queries quickly and provide accurate information.
- Serve as an assistant to the Implementation lead, using project management skills to effectively deliver outstanding customer service and work collaboratively with our internal team of fund accountants and managers
- Manage account life-cycle throughout client engagement, client relationship management, and technology product demo
- Serve as the product specialist and provide support for certain technology products offered by the company
- Facilitate meetings with internal and external stakeholders to ensure timely deliverables meet client deadlines
- Stay on top of current regulations and company policies -be proactive rather than reactive in updating policies and informing staff, clients and investors of changes in policies and regulations
- Communicate with clients as necessary to obtain and update bank wire instructions as well as the authorized sign or lists
- Work on special projects and perform other duties as assigned
JOB REQUIREMENTS
We will equip you with the skills set necessary for this position during the initial training period. However, we are looking for candidates who possess the following qualities:
- Candidates must have strong communication skills, both verbal and written, to engage with clients professionally and clearly.
- Candidates must be highly responsive to clients' inquiries as our system will track the response time per our SLA policy
- Be able to report at our Herndon office 4 days per week (Monday - Thursday). Friday is designated as a Work From Home day, but candidate may require to come to the office should the needs arise. The company reserves the right to modify this policy in the future
- The role also requires availability for one to two hours per week, as needed, for evening phone calls between 8 PM and 11 PM Eastern, due to collaboration with other departments across different time zones.
- A minimum of 3 years of experience in the corporate working environment is required
- Prior experience in the financial services and/or asset management industry is preferred but not required
- Demonstrated ability of high levels of interpersonal, communication skills, self-motivation, self-direct, and work with little or no supervision and complete tasks within the defined project constraints
- Proven ability to manage multiple projects at a time while paying strict attention to detail
- Excellent listening and presentation skills
- Familiar with leveraging client inquiry systems, e.g. Freshdesk is preferred but not required
- Desire to learn and willingness to "roll up the sleeves" to get the job done
- Positive attitude and good interpersonal skills
- Excellent organization and time management skills
- Strong working knowledge in researching technical topics
- Intermediate to advanced MS Excel skills, preferred