Client Services Specialist

Addition Management; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Prestigious Private Equity firm in New York seeks a Client Services Specialist to support investor transfers, manage the CRM (Dynamo), and coordinate cross-functional responses. You will assist with investor inquiries, meetings, and presentation materials, ensuring timely, accurate communications and strong relationship management.

The role offers a long-term client service career path with exposure to Legal, Compliance, and Investments teams.

Qualifications

• Bachelor's degree in Finance, Business, Communications or related field.
• At least 3 years in investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management or private equity preferred.
• Strong MS Office and CRM familiarity.

Responsibilities

• Support administrative process for investor transfers and wire updates.
• Coordinate documentation with Legal and Compliance.
• Triage and respond to investor emails; log in CRM.
• Maintain investor records in the CRM (Dynamo) and track deadlines.
• Prepare investor presentations and materials in PowerPoint/Excel.
• Assist with due diligence questionnaires and RFP responses.
• Collaborate with Legal, Compliance, Marketing and Investments.
• Contribute to building a high-quality RFP library and templates.
• Ensure timely submissions with proper formatting and branding.

Education

Bachelor's degree in Finance, Business, Communications, or a related field

Tools

Microsoft Office Suite

CRM tools

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.