Client Services Lead - Alternative Funds

Jobgether; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Salary range: $80k–$100k

Multiple location options

Disability accommodations

Job summary

Jobgether, listing on behalf of a partner, seeks a Client Services Manager for Alternative Funds in the United States. You will serve as a key relationship manager for fund families and internal stakeholders, handling complex inquiries and coordinating escalations to ensure accurate, timely fund servicing communication.

In this role, you will mentor team members, help develop procedures and workflows, and collaborate across transfer agent teams during peak periods to improve service quality and

Qualifications

• Bachelor's degree required or equivalent experience.
• 5+ years in client services/financial operations or related area.
• Experience with transfer agent operations or alternative investment products preferred.

Responsibilities

• Manage complex and escalated inquiries from alternative fund clients and coordinate with relevant teams.
• Serve as primary contact for fund families and internal partners on servicing matters.
• Lead communications on service updates, industry developments, and fund events.
• Coordinate with internal departments to ensure accurate, timely information on account servicing.
• Mentor and coach team members and develop procedures and workflows.

Skills

Relationship management

Client inquiries handling

Escalation coordination

Communication with stakeholders

Mentorship

Education

Bachelor's degree in Business Administration

Tools

Microsoft Office

Adobe Acrobat

Job description

Jobgether, listing on behalf of a partner, seeks a Client Services Manager for Alternative Funds in the United States. You will serve as a key relationship manager for fund families and internal stakeholders, handling complex inquiries and coordinating escalations to ensure accurate, timely fund servicing communication.

In this role, you will mentor team members, help develop procedures and workflows, and collaborate across transfer agent teams during peak periods to improve service quality and