Private Markets Client Services Specialist

Alchelyst; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

A financial services firm is seeking a Client Solutions Associate in New York to support the onboarding of financial intermediary firms for its GP clients. The role emphasizes client servicing, relationship management, and operational execution. Candidates should have a bachelor's degree in a related field and at least 3 years of experience in financial services. This position offers a salary range of $110,000 to $140,000, alongside a potential discretionary annual bonus based on performance.

Qualifications

• 3+ years of experience in Financial Services, with exposure to operations, client service, investor operations, and/or fund operations.
• Strong understanding of the wealth management segment from an operational and client service perspective.
• Working knowledge of private markets investment structures and trading processes.

Responsibilities

• Support the onboarding of new distribution partners and custodians.
• Deliver high-quality client service on behalf of Alchelyst's clients.
• Identify opportunities to improve processes and enhance data accuracy.

Skills

Client service experience

Communication skills

Organizational skills

Self-motivation

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

CRM systems

Microsoft Office

Job description

A financial services firm is seeking a Client Solutions Associate in New York to support the onboarding of financial intermediary firms for its GP clients. The role emphasizes client servicing, relationship management, and operational execution. Candidates should have a bachelor's degree in a related field and at least 3 years of experience in financial services. This position offers a salary range of $110,000 to $140,000, alongside a potential discretionary annual bonus based on performance.