Client Services Associate

The TCW Group, Inc.; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Retirement Benefits

Paid Time Off

Job summary

The TCW Group, Inc. seeks a Client Services Associate in New York to provide exceptional support to clients and their consultants invested in TCW’s alternative investment products.

You will manage inquiries, prepare investor materials, and coordinate with internal teams to ensure accurate processing and timely reporting. Requirements include a Bachelor's degree and 3-5+ years in finance client service or operations, strong Excel skills, and excellent communication.

Qualifications

• Bachelor's degree required.
• 3–5+ years in finance with client service or operations.
• Strong knowledge of capital markets and alternative investments.

Responsibilities

• Serve as the primary point of contact for clients and consultants.
• Respond to inquiries with timely, accurate information.
• Prepare investor materials, marketing presentations, and reports.
• Oversee client account onboarding, transactions, and reporting.
• Coordinate with internal departments to ensure seamless service delivery.

Skills

Client service experience

Project management

Analytical skills

Communication skills

Data analysis

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Position Summary

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 abilityto 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 – $100k. This represents base salary range only.

Other Compensation & Benefits:In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security.

Benefits include

• medical, dental, and vision coverage
• retirement benefits
• paid time off

These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.

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