Investor Relations & 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

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.