Client Services Specialist

Addition Management LLC; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Addition Management LLC is seeking a Client Services Specialist to support investor relations and CRM activities in a fast-paced environment. You will manage emails, draft professional responses, and coordinate documentation with Legal, Compliance, Marketing, and Investments.

The role focuses on maintaining investor records, assisting with due diligence questionnaires, and ensuring timely, high-quality submissions while collaborating across internal teams.

Qualifications

• Bachelor's degree in Finance, Business, Communications, or a related field.
• At least 3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management, private equity, or alternative investments is preferred.
• Strong proficiency in Microsoft Office Suite; familiarity with CRM tools a plus.

Responsibilities

• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with Legal and Compliance.

Skills

MS Office

CRM familiarity

PowerPoint

Excel

Word

Education

Bachelor's degree in Finance/Business/Communications or related field

Tools

Dynamo CRM

Job description

Prestigious Private Equity firm seeks a Client Services Specialist to join their Team!

Responsibilities

• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

Email Inbox Management

• Monitor the general Investor Relations email inbox and triage incoming messages.
• Draft and send timely, accurate, and professional responses to routine investor inquiries.
• Log all relevant correspondence and follow-ups in the CRM.

CRM Management

• Maintain and update investor records, contact details, and activity logs in the firm’s
• CRM system (Dynamo), ensuring accuracy and consistency.
• Track all investor interactions, requests, and key deadlines to support effective relationship management.
• Assist in completing standard due diligence questionnaires and requests for proposals.
• Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
• Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.
• Ensure submissions meet formatting, branding, and quality standards and are delivered on time.

Meetings, Events & Presentation Support

• Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
• Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.

Internal Collaboration

• Work cross-functionally with teams across the firm including Legal, Compliance, Fund Accounting, and Investments, to ensure a coordinated and responsive approach to investor needs.

Long-term career within Client Service

• This is a dedicated Client Service career path. Professional growth is focused on expanding responsibilities, expertise, and leadership within the client service function.

Qualifications

• Bachelor's degree in Finance, Business, Communications, or a related field.
• At least 3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management, private equity, or alternative investments is preferred.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.