Investor Relations Client Services Specialist

Metis Search

New York (NY)

On-site

USD 70,000 - 90,000

Full time

14 days+
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Job summary

A leading global credit hedge fund based in New York is seeking a Client Services Associate to enhance investor relations and client servicing efforts. The role involves serving as a primary contact for client queries, supporting the onboarding process for new investors, and coordinating investor communications. Applicants should have 2-5 years of relevant experience in client services or operations, possess strong communication skills, and be proficient in Microsoft Office. This position offers a collaborative work environment focused on client satisfaction.

Qualifications

  • 2–5 years of experience in client services, investor relations, or operations.
  • Strong understanding of credit markets or alternative investments preferred.
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.

Responsibilities

  • Serve as primary contact for client queries.
  • Support onboarding of new investors.
  • Coordinate investor communications.
  • Prepare client presentations and reports.
  • Maintain CRM systems and investor records.
  • Support organisation of investor meetings and events.

Skills

Client services experience
Strong communication skills
Attention to detail
Organisational abilities

Tools

Microsoft Office

Job description

A leading global credit hedge fund based in New York is seeking a Client Services Associate to enhance investor relations and client servicing efforts. The role involves serving as a primary contact for client queries, supporting the onboarding process for new investors, and coordinating investor communications. Applicants should have 2-5 years of relevant experience in client services or operations, possess strong communication skills, and be proficient in Microsoft Office. This position offers a collaborative work environment focused on client satisfaction.
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