Client Service Operations Associate, Hedge Fund
L4
atlantic groupGreenwich, CT2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksCustomer Service RepresentativesIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationResponsibilities:
Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution. Prepare and distribute client reporting, performance updates, and fund-related documentation with a high degree of accuracy. Support investor onboarding, subscriptions/redemptions, KYC/AML processes, and ongoing account maintenance. Build strong client relationships through proactive communication, attention to detail, and a thorough understanding of fund products and operations.
Key Qualifications:
4 - 7 years working within private wealth management in a client service and/or operational capacityCRM experience#50192
Apply now
Level
MidL4
Location
Greenwich, CT
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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