Client Services Associate, Private Markets

A growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary channels.

Responsibilities

• Support new fund launches and onboard distribution partners.
• Coordinate with wealth platforms, fund administrators, transfer agents, and custodians.
• Act as an operational contact for clients and external service providers.
• Resolve onboarding and servicing issues across multiple stakeholders.
• Maintain operational trackers and produce reporting using Excel and PowerPoint.
• Help improve client service and onboarding processes.

Ideal Background

• 1+ years of experience in fund administration, investor services, transfer agency, fund operations, or alternative investments.
• Exposure to private equity, private credit, real estate, or other private market products.
• Strong client service, communication, and organizational skills.
• Comfortable working in a fast-paced, deadline-driven environment.
• Intermediate Excel skills and strong attention to detail.

Contact me directly on [email protected]