Role responsibilities
As a Client Relationship Manager, you will be the primary point of contact for US-based hedge fund and private equity clients, ensuring their operational needs are met. You will build and maintain strong relationships, manage expectations, and provide proactive solutions to client challenges.
Requirements
Candidates should have 7+ years in client-facing roles within fund administration or investment operations, with a solid understanding of hedge fund and private equity structures. Strong interpersonal skills and the ability to solve problems in a fast-paced environment are essential.
Key skills
Client Relationship Management, Onboarding, Training, Account Management, Service Management, Strategic Advisory, Proactive Communication, Escalation Management, Problem Solving, Adaptability, Collaboration, Investment Operations, NAV Calculations, Investor Reporting, Trade Processing, Fund Accounting
Keywords
Client Relationship Management, Onboarding, Training, Account Management, Service Management, Strategic Advisory, Proactive Communication, Escalation Management, Problem Solving, Adaptability, Collaboration, Investment Operations, NAV Calculations, Investor Reporting, Trade Processing, Fund Accounting, Financial Software, Hedge Funds, Private Equity, Asset Managers, Performance Reviews, Feedback, Operational Complexities, Technology, Data, AI, Financial Services