Client Services Manager 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

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Client Services Manager – Alternative Funds based in the United States.

In this role, you will serve as a key relationship management resource for fund families and internal stakeholders, supporting alternative investment fund transfer agent services. You will manage complex client inquiries, coordinate escalations, and provide operational expertise across a range of fund servicing activities. Working closely with multiple departments, you will help ensure clear, accurate, and timely communication throughout fund events and account servicing processes. You will also contribute to client satisfaction by identifying service improvements, anticipating emerging needs, and strengthening business relationships. The position combines client-facing responsibilities with operational coordination, strategic problem-solving, and team mentorship. It offers an opportunity to influence service quality and operational effectiveness within a specialized financial services environment.

Accountabilities

• Manage complex and escalated inquiries from alternative fund clients, conducting research, coordinating with relevant teams, and ensuring effective resolution.
• Act as a primary point of contact and trusted operational resource for fund families and internal partners on alternative investment servicing matters.
• Lead communications related to significant service updates, industry developments, alternative fund product events, and other initiatives affecting clients.
• Coordinate with internal departments to deliver consistent, accurate, and timely information regarding account servicing, operational events, and inquiry resolutions.
• Support senior management and operations teams by sharing client feedback, monitoring satisfaction, and providing periodic updates on client status.
• Represent the department in client meetings, presentations, and business reviews.
• Review existing processes and recommend improvements that enhance efficiency, accuracy, consistency, and client satisfaction.
• Identify emerging client concerns, inquiry trends, industry developments, and opportunities to improve service, escalating recommendations to leadership when appropriate.
• Collaborate across transfer agent teams to support complex client needs, communication coverage, procedure updates, and priority activities during peak periods.
• Maintain accurate records of escalations, client interactions, research, resolutions, and follow-up actions in designated systems.
• Mentor and support team members through coaching, training, communication, and practical guidance.
• Help develop procedures, templates, service standards, and workflows that strengthen operational quality and team performance.

Requirements

• Bachelor's degree in Business Administration, Communications, Finance, or a related field.
• At least 5 years of experience in client services, transfer agent operations, financial operations, communications, or a related area.
• Previous experience within the financial services industry.
• Experience supporting alternative investment products is preferred.
• Series 6 or Series 7 license is an asset.
• Knowledge of alternative investment products, including REITs, BDCs, closed-end funds, interval funds, tender offer funds, and other registered or private alternative products.
• Understanding of transfer agent operations, including fund closings, repurchases, tenders, capital calls, warehoused activity, reconciliations, shareholder servicing, and client communications.
• Familiarity with operational standards and requirements related to SEC, AML, IRS, fund governing documents, prospectuses, subscription documents, tender offers, and capital calls.
• Strong understanding of client communication standards, relationship management, inquiry handling, issue resolution, and escalation practices.
• Proficiency in Microsoft Office Suite and Adobe Acrobat.
• Leadership skills, including the ability to motivate, coach, mentor, delegate, and support team members while fostering a collaborative environment.
• Ability to understand client business models, alternative fund structures, operational needs, and communication requirements, and anticipate potential challenges.
• Strong analytical, critical-thinking, troubleshooting, organizational, multitasking, and follow-up skills.
• Excellent written and verbal communication, active listening, and presentation abilities.
• Demonstrated relationship-building skills and the ability to work effectively with clients, colleagues, and business partners in both routine and challenging situations.
• A proactive, strategic, and detail-oriented approach, with a strong commitment to quality, accountability, and continuous improvement.
• Ability to adapt priorities and deadlines as business needs change while ensuring important deliverables are completed.
• Willingness to work beyond normal business hours or the standard workweek when required by business needs.
• Ability to meet the physical requirements of the role, including regularly sitting and standing and occasionally lifting or moving up to 10 pounds.
• Willingness to travel occasionally, approximately 10% or less.

Benefits

• Annual salary range of $80,000–$100,000, depending on qualifications and experience.
• Opportunity to work in a specialized financial services environment supporting alternative investment fund operations.
• Opportunities to contribute to client relationship management, operational improvements, and team development.
• Work location options across Omaha, Nebraska; Milwaukee, Wisconsin; Denver, Colorado; Boston, Massachusetts; Philadelphia, Pennsylvania; Columbus, Ohio; and Cincinnati, Ohio.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.