Client Associate

Standish Management, LLC

Jan 12

Applications are closed

Job
Full-time
Entry Level
Customer Relations
Dallas

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

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)

FAQs

What are the key responsibilities of a Client Associate in this role?

The key responsibilities of a Client Associate include client engagement, building client relationships, and working with engagement teams to provide an excellent experience for our clients and their investors.

What skills are necessary to be successful as a Client Associate at this firm?

Successful Client Associates at our firm possess strong communication skills, attention to detail, the ability to multitask and prioritize, a customer service orientation, and a collaborative approach to working with teams and clients.

How does this role contribute to the growth of the fund accounting firm?

The Client Associate plays a crucial role in client engagement and satisfaction, which in turn helps to maintain and grow relationships with existing clients, as well as attract new clients. By providing excellent service and building strong client relationships, the Client Associate contributes to the overall success and growth of the firm.

What opportunities for advancement are available for Client Associates within the firm?

Client Associates have the opportunity to advance within the firm by demonstrating exceptional client service skills, leadership potential, and a strong understanding of the business. Advancement opportunities may include roles with increased responsibility, such as Senior Client Associate or Client Manager.

Standish Management, LLC

Standish is a provider of specialized fund administration services for Private Equity Funds

Venture Capital & Private Equity

Industry

501-1000

Employees

2007

Founded Year

Mission & Purpose

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. From our start in 2007, we have grown steadily and currently administer more than 1,000 funds with clients who have in excess of $100 billion in committed capital under administration.