Client Service Analyst

Nbnaturalbeauty

Base: $75,000-$80,000; bonus/equity: discretionary...
Client inquiry management
Fund administrator relationships
Investor reporting and communication
The team’s mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with consistent client service experience

Job Summary

  • The team’s mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with consistent client service experience.
  • The Client Service Analyst’s scope of work will include ownership of the day-to-day management of client inquiries and requests, management of our fund administrator relationships, and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications.
  • We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Matching Summary

The team’s mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with consistent client service experience.

Salary

Base: $75,000-$80,000; Bonus/Equity: discretionary bonus; Benefits: paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • client inquiry management
  • fund administrator relationships
  • investor reporting and communication
  • MS Office proficiency
  • financial databases
  • strong communication skills
  • client-focused and detail-oriented

Nice-to-have

  • knowledge of Registered Funds
  • eFront suite of applications

Key Requirements

  • Undergraduate degree or 2-4 years of equivalent working experience
  • Authorized to work in the United States without sponsorship

Work Rights

Must be authorized to work in the US

Tailored Resume

Cover Letter