Client Operations Associate

New York Life Insurance Co.; Richmond (VA); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Apogem Capital in Richmond, VA, is seeking a Client Operations Associate to respond quickly and accurately to client inquiries and process transactions within tight deadlines.

You will enter data into CRM and client portals, coordinate with internal teams, and draft outbound communications to investors using standard templates.

Qualifications

• 4-year undergraduate degree preferred.
• Minimum 3 years of experience in client/customer response role.
• Proficient in Excel, Word, and PowerPoint with strong data management.
• Ability to multitask and work in a team.
• Experience with new procedures and system implementations.
• Excellent organizational and communication skills.

Responsibilities

• Respond to client inquiries quickly and accurately.
• Process legal and compliance documentation under tight deadlines.
• Enter client data into CRM and portals with up-to-date information.
• Send outbound emails to investors using templates.

Skills

Excel

Word

PowerPoint

Data management

Work ethic

Multitasking

Team collaboration

System implementation

Education

4-year undergraduate degree preferred

Tools

CRM systems

Client portals

Job description

Company name: Apogem Capital

Location Designation: Hybrid - 3 days per week

About Apogem Capital

Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.

Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.

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. To learn more, please visit Apogem Capital.

Job Title: Client Operations Associate

Location Designation: Hybrid - 3 days per week

The Opportunity

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.

What You'll Do

• 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.)

What You'll Bring

• 4-year undergraduate degree preferred
• 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
• Prior alternative investment experience preferred but not required

Pay Transparency

Salary range: $70,000 - $80,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.