Client Services Specialist

Addition Management; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Addition Management in New York seeks a Client Services Specialist to support investor transfers, wire updates, and routine inquiries. You’ll manage CRM records in Dynamo, coordinate with Legal, Compliance, Marketing and Investments, and prepare investor presentations, roadshows, and internal reports in PowerPoint and Excel.

The ideal candidate has a bachelor’s degree in Finance or related field and 3+ years in investor relations or financial operations, with strong MS Office skills and

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.

Responsibilities

• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.
• Monitor the Investor Relations email inbox and triage incoming messages; draft timely, accurate responses.
• Log relevant correspondence and follow-ups in the CRM; maintain investor records and activity logs in Dynamo.
• Assist in completing standard due diligence questionnaires and requests for proposals; coordinate responses across internal teams.
• Prepare investor presentations, pitchbooks, and internal reports in PowerPoint and Excel; coordinate materials for meetings and roadshows.
• Work cross-functionally with Legal, Compliance, Fund Accounting, and Investments to meet investor needs.

Skills

Investor relations

Client services

CRM management

PowerPoint

Education

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

Tools

Dynamo CRM

Excel

PowerPoint

Word

Job description

Position: Client Services Specialist

Location: New York, NY

Salary: $150K — $200K Bonus

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

Responsibilities

Investor Transfers & Wire Instruction Updates

• 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.

Due Diligence (DDQs) & RFPs

• 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.