Client Engagement Associate

About the Position

The Client Engagement Associate supports a wide range of operational and client‑facing activities in a fast‑paced financial services environment. This role plays a key part in delivering a high‑quality client experience by managing daily interactions, coordinating across internal teams, and supporting both existing and prospective client relationships.

The Associate serves as an initial point of contact for client inquiries, assists with onboarding and reporting processes, and collaborates closely with colleagues in operations, finance, legal, compliance, and portfolio management to ensure client needs are met efficiently and accurately.

Key Responsibilities

• Serve as a first point of contact for client inquiries and requests via email and phone, providing timely responses and escalating issues as appropriate.
• Coordinate with external service providers and administrators on routine client reporting, including account statements, transaction confirmations, capital activity, and tax documentation.
• Support the preparation and logistics of client meetings, including scheduling and development of presentation materials.
• Maintain and update client records and documentation in CRM systems and secure client portals.
• Assist with client communications initiatives, including webinars, events, and the distribution of targeted and broad‑based communications.
• Support the client onboarding process, including documentation collection, system setup, and monitoring of initial funding or asset transfers to completion.
• Review and process client transaction requests (e.g., subscriptions, redemptions, transfers) in accordance with internal procedures and compliance requirements.
• Respond to client analytics and ad‑hoc information requests, coordinating with internal teams as needed to ensure accurate and timely delivery.
• Help develop and maintain standardized templates, workflows, and reference materials to improve efficiency and consistency in client service delivery.

Qualifications & Requirements

• Bachelor’s degree from an accredited institution with a strong academic record.
• 3+ years of experience in financial services, asset management, or a related professional services environment preferred (or an equivalent combination of education and experience).
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Demonstrated ability to manage multiple priorities in a deadline‑driven environment with a high degree of accuracy.
• Strong organizational skills and exceptional attention to detail.
• Ability to work collaboratively in a dynamic, team‑oriented environment.
• Excellent written and verbal communication skills.
• Positive, proactive attitude with a willingness to take on new challenges and responsibilities.