Partner 18, Client Services Manager, a16z Perennial

P2P; Menlo Park (CA); On-site; USD 166,000 - 193,000; Full time

Job summary

A leading investment firm in Menlo Park seeks a highly motivated Client Service Associate to manage operations for elite clients. The role involves enhancing client experience through excellent service and operational efficiency. Ideal candidates will have significant experience in client services, a tech-savvy mindset, and strong communication skills.

Benefits

Health benefits

401K plan

Vacation and sick leave

Participation in a carry program

Qualifications

• 6+ years of experience in client services/operations.
• Tech-forward mindset with experience in wealth management.
• Strong written and verbal communication skills.

Responsibilities

• Manage client relationships and ensure high satisfaction.
• Oversee investment operations lifecycle for clients.
• Interface with external service providers for smooth operations.

Skills

Client services

Problem-solving

Communication

Interpersonal skills

Education

Bachelor’s degree

Graduate degree or Professional Certificate (CPA, CFA, etc.)

Tools

Portfolio management software

CRM/Salesforce

Google docs

Job description

Founded in Silicon Valley in 2009 by Marc Andreessen and Ben Horowitz, Andreessen Horowitz (aka a16z) is a venture capital firm that backs bold entrepreneurs building the future through technology. We are stage agnostic. We invest in seed to venture to growth-stage technology companies, across AI, bio + healthcare, consumer, crypto, enterprise, fintech, games, and companies building toward American dynamism. a16z has $45B in assets under management across multiple funds.

We’ve established a team that is defined by respect for the entrepreneur and the company-building process; we know what it’s like to be in the founder’s shoes. We’ve invested in companies like Affirm, Airbnb, Coinbase, Databricks, Devoted Health, Insitro, Figma, GitHub, Instacart, OpenSea, Roblox, Stripe, and Substack. Our team is at the forefront of new technology, helping founders and their companies impact and change the world.

About a16z Perennial

a16z Perennial is building a private investment office designed to solve the complex problems of the a16z network with thoughtful solutions. We seek to compound tax-optimized, long-term returns for strategic members of the a16z network. To achieve that goal, we are optimizing legal and tax structures, being strategic about where we invest directly and where we pay fees for exceptional managers, and hiring top investing talent who are excited to go 0 to 1 with us.

The Role

a16z Perennial is seeking a highly motivated and skilled Client Service Associate to support the daily operations for an exclusive group of clients. This role offers the opportunity to work with clients who are visionaries in their field and amongst a team seeking to redefine the motion for private investment offices. The Client Service Associate role is the front line of the client relationships, managing investment administration and the associated operations with an elevated standard of care. This is an opportunity to play a key role in a collaborative and tightly knit team. This position will report to the Portfolio Manager.

The preferred location for this role is Menlo Park, CA. We are open to candidates in the Bay Area. The role will require in-office presence in the Menlo Park office at least once a week.

To join our team, you should be excited to:

• Implement and improve the day-to-day processes associated with best-in-class client operations such as managing an air tight client treasury program
• Own the lifecycle of investment operations for the given set of clients, from document completion to coordinating with the firms and investment managers
• Serve as the interface with external service providers including private banking, legal, and accounting relationships on behalf of the clients, ensuring smooth day-to-day functions
• Develop and maintain robust data practices from cost basis tracking to document transfer and storage
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving
• Active management of client relationships developing a deep understanding of client preferences to ensure a white-glove experience
• Set up complex client accounts, such as PALs and SMAs, both at the custodian, ensuring data integrity and accuracy
• Ideate on and contribute to growth and change across a rapidly developing organization

Minimum Qualifications

• 6+ years of experience in client services/operations for a private bank, RIA, or single family office
• Bachelor’s degree required; graduate degree or Professional Certificate (CPA, CFA, etc.) a plus
• Have a tech-forward mindset and be excited to leverage technology in building scalable processes
• Demonstrated experience and understanding of wealth management and financial reporting
• Extensive experience with portfolio management software, CRM/Salesforce, Google docs, and custodial platform tools
• Experience in developing, documenting, and implementing operations and workflows
• Strong problem-solving and interpersonal skills, including the ability to explain complex topics in simple terms
• Excellent written and verbal communication skills
• Low ego, high empathy, and the capacity to collaborate effectively with diverse teams

The anticipated salary range for this role is between $166,000 - $193,000, actual starting pay may vary based on a range of factors which can include experience, skills, and scope.

This role is eligible to participate in the a16z carry program and various discretionary bonus programs as well as benefit and perquisite plans including health, dental, vision, disability, life insurance, 401K plan, vacation, and sick leave.

a16z culture

• We do only first class business and only in a first class way
• We take a long view of relationships, because we are in the relationship business
• We believe in the future and bet the firm that way
• We are all different, we recognize that, and we win
• We celebrate the good times
• We do it for the team
• We play to win

At a16z we are always looking to hire the absolute best talent and recognize that diversity in our experiences and backgrounds is what makes us stronger. We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. These differences are what enables us to work towards the future we envision for ourselves, our portfolio companies, and the World.

Our organization participates in E-Verify. Click here to learn about E-Verify.

Andreessen Horowitz hereby reserves the right to make use of any unsolicited resumes received from outside recruiting agencies and / or individual recruiters without being responsible for payment of any fees asserted from the use of unsolicited resumes.