Client Relations Coordinator

Client Relations Coordinator

FLSA Status:
Exempt

Are you a recent college graduate or a junior professional seeking an opportunity to gain more concrete, industry‑related experience for client relationship management in the private equity industry? Are you a people‑person, with ambition to continue your career by focusing on nurturing relationships and identifying ways to develop our client base and experience? Do you want to learn about alternative assets, private placements, and how Trinity hunts alpha (above‑market returns) for our investors?

If you answered "yes" to any of these questions, Trinity Investors wants you to apply for our Client Relations Coordinator position! This role is designed to provide valuable mentorship, hands‑on experience, and professional development. Over the course of two years, you'll gain in‑depth knowledge of the Client Relations Coordinator position, with a clear path to advance into Trinity's Inside Sales or Compliance team.

As part of the Client Relations team, you'll take on a variety of responsibilities, including data entry, workflow coordination, and document management. You'll play a key role in supporting compliance, sales, and operational processes, while also engaging directly with our investors via email, phone, and in‑person events.

• Manage documentation and filing of investor onboarding materials
• Manage investor database information, logging and tracking relevant data points for cross‑team use
• Oversee data entry into Trinity's Client Relationship Management (CRM) program, file storage systems, and various spreadsheets
• Finalize and circulate closing documentation to Trinity investors following the acquisition of new investments
• Communicate with investors and third parties including IRA custodians to facilitate the acquisition of new Trinity investments
• Prepare investment summaries/highlights for Trinity's relationship representatives
• Administer and manage databases, including Trinity's investor portal and spreadsheets related to deal flow
• Serve as liaison between investors and Trinity's Investments Team by fielding questions and providing updates on the Company's investments to inquiring investors

• Bachelor's degree in Business, Finance, Marketing, Communications, or a relevant subject completed by start date
• Minimum 3.4 cumulative GPA at time of application
• 2+ years of professional work experience
• Intermediate ability to utilize Excel with little oversight
• Proficient in Word, Outlook, Adobe, and Google Sheets
• Medium to strong working knowledge of finance basics
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well‑supported arguments for or against specific investment opportunities
• Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
• Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
• Self‑starter: able to identify "what's next" and make meaningful progress with little oversight or structure

• Our doors are open. We love what we do and are passionate about helping our employees grow and develop. Our entire team across all departments promotes an environment of trust and mutual respect.
• Our team members are friendly and dedicated. When we ask our employees about the favorite part of their job, the number one answer is "the people I work with." Trinity hosts investor events, holiday parties, food trucks, team happy hours, and quarterly social gatherings for our employees.
• You will gain hands‑on experience in the unique private equity and alternative assets industry. You will have the ability to gain a wide range of operations experience in a fast‑paced environment within the private equity industry, where you will have access to resources to help you learn how Trinity is able to create wealth for investors by identifying, structuring, and capitalizing alternative investments that drive long‑term prosperity.

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