Wealth Client Service

Green Key Resources; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Green Key Resources is seeking a Client Service Specialist to support investor operations, handling subscription and redemption processes for alternative investment vehicles. This role serves as a primary contact for investors and internal stakeholders, blending client service with operational execution and compliance support.

The ideal candidate will have a bachelor's degree, 3–5 years in client service or financial operations, and strong Excel skills.

Qualifications

• Bachelor's degree required.

Responsibilities

• Review investor documentation and assist with completing required account and onboarding forms.
• Coordinate with internal teams to evaluate investor eligibility and onboarding requirements.
• Assist with reviewing organizational and legal documentation to confirm investment eligibility.
• Monitor and maintain required compliance and regulatory documentation.
• Partner with finance and operations teams to facilitate timely and accurate transaction processing.
• Collaborate with technology teams to enhance investor-facing systems and operational workflows.
• Prepare and distribute account statements, customized correspondence, and reporting to investors and authorized third parties.
• Respond to investor inquiries while providing a high level of client service and support.

Skills

Client service mindset

Organizational skills

Project management

Communication skills

Analytical thinking

Discretion

Critical thinking

Problem solving

Investor relationships

Financial services experience

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Active SIE, Series 66, and Series 7 licenses required

The Client Service Specialist will support investor operations by assisting with subscription and redemption processes for alternative investment vehicles while serving as a primary point of contact for investors and internal stakeholders. This position combines client service, operational execution, and compliance support to ensure a seamless investor experience.

Key Responsibilities

• Review investor documentation and assist with completing required account and onboarding forms.
• Coordinate with internal teams to evaluate investor eligibility and onboarding requirements.
• Assist with reviewing organizational and legal documentation to confirm investment eligibility.
• Monitor and maintain required compliance and regulatory documentation.
• Partner with finance and operations teams to facilitate timely and accurate transaction processing.
• Collaborate with technology teams to enhance investor-facing systems and operational workflows.
• Prepare and distribute account statements, customized correspondence, and reporting to investors and authorized third parties.
• Respond to investor inquiries while providing a high level of client service and support.

Desired Background

• Bachelor's degree required.
• Active FINRA licenses preferred (or ability to obtain within a specified timeframe).
• 3-5 years of experience in client service, financial operations, investor services, or a similar role within financial services.
• Strong client-service mindset with exceptional organizational and project management skills.
• Advanced proficiency in Microsoft Excel and experience managing operational data.
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
• Strong analytical, critical thinking, and problem-solving abilities.
• Demonstrated professionalism and discretion when handling confidential information.
• Exposure to alternative investments, private funds, or other sophisticated financial products is a plus.
• Interest in financial markets, investment operations, and building strong client relationships.