Client Service Administrator

Summary

Boutique private equity firm is seeking a Client Service Administrator to join the Investor Relations team. Responsibilities include onboarding investors and their documents, ensuring all investor data is accurate and up to date, reviewing and posting investor reporting, process all investment documents, and assist IR team with ad-hoc projects. This is a heavy data entry role.

Qualifications

The ideal candidate must have a bachelor’s degree, finance or accounting degree preferred, plus 2 years of work experience that includes heavy CRM database responsibilities. Must have strong technical skills in Excel and CRM databases. Must have a strong attention to detail, high level of client service skills, and strong communication skills, both written and verbal. Must have proven success in a fast paced environment, be a team player, and also be able to work autonomously.

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