Manager, Client Relationship Management

Responsibilities

• Develop and manage relationships with clients, including asset managers, financial advisors, broker‑dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
• Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
• Provide expert‑level knowledge of retail alternative investments and product offerings to guide clients and help them make informed decisions.
• Act as the primary point of contact to resolve service issues, technical problems, and elevate incidents when necessary, ensuring quick and effective solutions.
• Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
• Coordinate and collaborate with cross‑functional teams to ensure seamless service delivery, enhanced service offerings, and continuous client support.
• Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses.
• Experience managing client relationships and supporting clients within a financial services or wealth management environment.
• Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
• Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
• 3+ years of experience leading teams, managing associates, or serving in a supervisory role.
• Strong problem‑solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
• Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.

• Financial Services Experience
• Investor Servicing
• Transfer Agency Knowledge
• Alternative Investment Products
• Operational Support
• Service Delivery Management
• Tactical and Strategic Operations
• Reporting Tools Proficiency
• Fund Administration Platforms
• Wealth Management Experience

• Client Satisfaction Focus
• Effective Communication
• Collaboration
• Analytical Thinking
• Prioritization