Customer Success Associate

Help deliver a first-class investor experience for alternative investment clients.

Job summary

As an Investor Relations Associate in Alternative Fund Services, you will lead day-to-day delivery of investor relations services for a portfolio of clients across alternative investment servicing. You will partner closely with senior team members and internal stakeholders to provide responsive client service, execute investor transactions, and maintain a strong risk and control focus. You will help ensure work is completed accurately, on time, and with audit readiness in mind. You will also identify opportunities to simplify processes and improve the client and investor experience.

Job responsibilities

• Process and reconcile investor and fund activity accurately and on time, including capital activity, investor updates, and cash movements

• Capture, review, and execute subscription and redemption transactions and resolve exceptions through to completion

• Serve as the primary point of contact for assigned clients, responding to inquiries via phone and email with professionalism and urgency

• Perform quality and completeness reviews on investor and fund changes to help ensure strong controls and consistent execution

• Produce and review investor and client reporting (for example, monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reporting where applicable)

• Coordinate investor onboarding and documentation, including know-your-customer and anti-money laundering reviews (KYC/AML)

• Manage final sign-off for investor transactions, tracking outstanding items and driving timely resolution

• Prepare and deliver ad hoc requests, such as board materials, system extracts, audit support, and tax distribution support (for example, K-1 related requests, where applicable)

• Partner with internal teams to support service delivery and implement changes that improve outcomes for clients and investors

• Follow established procedures and contribute to continuous improvement to reduce risk, increase efficiency, and improve quality

• Maintain clear documentation and status reporting to support transparency, controls, and audit readiness

Required qualifications, capabilities, and skills

• Bachelor’s degree in finance, economics, accounting, or a related field

• Minimum 3 years of experience in financial services (for example, fund administration, hedge funds, private equity, or related servicing roles)

• Demonstrated commitment to high-quality client service and the ability to remain composed under time pressure

• Strong written and verbal communication skills

• Strong attention to detail and ability to deliver accurate work in a deadline-driven environment

• Ability to manage multiple priorities, escalate issues appropriately, and follow through to resolution

• Ability to collaborate effectively with multiple stakeholders across operations, client service, and control partners

• Ability to work independently while contributing as an active team member

• Sound judgment and a risk-aware, control-oriented mindset

• Proficiency with common business productivity tools (for example, email, spreadsheets, and word processing)

• Professionalism, accountability, and a proactive approach to continuous improvement

Preferred qualifications, capabilities, and skills

• Master’s degree in finance, economics, accounting, or a related field

• Experience supporting alternative investment products and investor servicing workflows

• Advanced spreadsheet skills (for example, lookups and data validation) and comfort working with large datasets

• Experience preparing client-facing reporting and/or regulatory reporting in an operations environment

• Demonstrated ability to identify process gaps and implement improvements that reduce risk or increase efficiency

• Strong analytical and problem-solving skills, including comfort navigating ambiguity and change

• Proven ability to build effective working relationships with internal partners and external clients