Client Services Associate

The TCW Group; New York (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual discretionary bonus

Job summary

The TCW Group is hiring a Client Services Associate in New York, responsible for providing exceptional support to clients invested in alternative investment products. The ideal candidate will have a Bachelor's degree and 3-5+ years of experience in finance focused on client service. This role involves managing inquiries, preparing investor reports, and collaborating with internal departments. A base salary range of $80k to $95k is offered, alongside a comprehensive benefits package and potential for a discretionary bonus.

Qualifications

• 3-5+ years of relevant experience in the finance industry focused on client service or operations.
• Solid understanding of capital markets and alternative investments.
• Ability to present information clearly and professionally.

Responsibilities

• Serve as the primary point of contact for clients and their consultants.
• Prepare and deliver investor materials and performance reports.
• Manage client-related administrative tasks including onboarding and transactions.

Skills

Client service skills

Analytical skills

Project management

Teamwork and interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel (data analysis, reporting)

Job description

Client Services Associate

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties

• Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
• Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
• Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
• Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
• Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal) to facilitate client requests, resolve issues, and ensure seamless service delivery.
• Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
• Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
• Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
• Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience.

Required Qualifications

• Bachelor's degree.
• 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
• Solid working knowledge and understanding of capital markets and alternative investments.
• Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
• Strong analytical, problem‑solving, and project management skills.
• Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
• High level of organizational skills and attention to detail, with a focus on accuracy.
• Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast‑paced environment.

Professional Skills Qualifications

• Proactive and self- motivated with the ability to work independently and as part of a team.
• Strong teamwork and interpersonal skills, with the ability to build effective relationships.
• Passion for providing exceptional client service and exceeding client expectations.

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k $95k. This represents base salary range only.

Other Compensation : In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits : Eligible for TCW's comprehensive benefits package.