Client Service Specialist

Mission Staffing; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Mission Staffing represents a prominent asset management firm in Midtown, NY seeking a Client Service Operations Analyst. The role focuses on onboarding new clients and updating investor accounts within the CRM, coordinating subscriptions, and aligning with fund administrators on account issues.

The ideal candidate brings 2-5 years of Investor Service Operations experience in Private Equity or fund administration, plus strong communication skills and proficiency with Microsoft Office and eFront

Qualifications

• 2-5 years of experience in a Client Service Operations role for a Private Equity firm or Fund Administrator.
• Strong written and verbal communication skills.
• Advanced capabilities in Microsoft Office (Excel, Outlook, PowerPoint) and eFront Suite.

Responsibilities

• Onboarding new Private Equity investment clients
• Partnering with external fund administrators to reconcile any account issues

Skills

Written communication

Verbal communication

Private Equity experience

MS Office

Tools

eFront Suite

Job description

Our client, a well known and established asset management firm in Midtown, NY, is looking to add a Client Service Operations Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating client account information in the CRM, setting up new accounts, and coordinating investor subscriptions. The ideal candidate will come with 2-5 years of Investor Service Operations experience for either a Private Equity fund or a fund administrator.

Responsibilities Include:

• Onboarding new Private Equity investment clients
• Partnering with external fund administrators to reconcile any account issues

Requirements:

• 2-5 years of experience in a Client Service Operations role for a Private Equity firm or Fund Administrator
• Strong written and verbal communication skills
• Advanced capabilities in Microsoft Office (Excel, Outlook, PowerPoint) and eFront Suite