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Job

Client Associate

💼 Graduate Job

Dallas

AI generated summary

  • The ideal candidate will have a bachelor's degree, experience in a client-oriented office environment, proficiency in Microsoft Office applications, strong attention to detail, the ability to work in a team, manage competing priorities, and possess excellent interpersonal communication skills.
  • The Client Associate at Standish Management, LLC will be responsible for providing client and investor support, including managing access to the investor portal, assisting with new investor onboarding, answering financial information inquiries, and supporting various administrative and project management tasks.

Graduate Job

Customer RelationsDallas

Description

  • Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Client Associate plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Requirements

  • Bachelor’s Degree required
  • Experience in a client-oriented office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel and Outlook
  • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
  • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
  • Proven ability to manage competing priorities and deadlines
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Education requirements

Bachelors

Area of Responsibilities

Customer Relations

Responsibilities

  • Respond to client and investor requests including but not limited to:
  • Granting access to the investor portal
  • Updating investor information
  • Assisting with new investor onboarding
  • Financial information questions
  • Assist with completing audit documents
  • Assist with ad-hoc projects such as:
  • Financial and Tax reporting
  • Capital call and distribution tracking
  • Wire preparation
  • Compile and organize investor CRM information with updated and accurate client information
  • Communicate and provide information to the technology team to set up client portals
  • Run Anti-Money Laundering (AML) reports and update AML database as needed
  • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
  • Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
  • Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
  • Responsibly secure and handle sensitive financial and personal data
  • Maintain dialogue and build relationships with client personnel and investors (LPs)

Details

Work type

Full time

Work mode

office

Location

Dallas