Client Relations & Onboarding Specialist

Next Capital Management LLC; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Next Capital Management LLC is seeking a Client Relations Assistant in New York to support client onboarding and service. The role emphasizes precise paperwork, timely responses, and strong teamwork within a client-focused environment.

The ideal candidate will handle client inquiries, maintain accurate records, and collaborate with custodians and consultants to ensure seamless service. Base salary reflects experience and location, with comprehensive benefits included.

Qualifications

• Excellent interpersonal, written and oral communication skills.
• Attention to detail and accuracy.
• Ability to prioritize and independently manage daily tasks.
• Self-direction and teamwork in a financial services environment.

Responsibilities

• Prepare all client and custodian paperwork.
• Manage workflow of onboarding new clients.
• Research, follow-up, and resolve client inquiries and problems with staff and custodians.
• Back up for other positions in the office.

Skills

Communication skills

Detail orientation

Task management

Independent work

Tools

Word

Excel

PowerPoint

Job description

Next Capital Management LLC is seeking a Client Relations Assistant in New York to support client onboarding and service. The role emphasizes precise paperwork, timely responses, and strong teamwork within a client-focused environment.

The ideal candidate will handle client inquiries, maintain accurate records, and collaborate with custodians and consultants to ensure seamless service. Base salary reflects experience and location, with comprehensive benefits included.