Moonfare · 1 month ago
Account Management Associate
New York, NY
Full-time
Onsite
Entry Level
2+ years expMoonfare is a company focused on private market investments, offering institutional-quality portfolios. They are seeking a proactive Account Management Associate to support US investors, strengthen relationships, and ensure exceptional client experiences.
Asset ManagementFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Serve as a primary point of contact for US-based investors, supporting onboarding, platform training, account setup, and general account servicing
Respond promptly and professionally to investor inquiries via email, phone, and live chat
Maintain accurate and up-to-date investor records, partnership details, and activity logs in the CRM (HubSpot)
Coordinate with cross-functional teams, including KYC, Compliance, Legal, Fund Operations, and Product—across multiple continents and time zones to ensure efficient and compliant onboarding processes
Collaborate on strategic initiatives and contribute to cross-departmental projects aimed at enhancing the overall client journey
Provide insights and feedback to Product and Operations teams to help refine processes, tools, and user experience
Qualification
Required
2–3 years of experience in account management, customer success, operations, investor relations, or a similar client-facing role
Bachelor's degree in Finance, Business Administration, Economics, or a related field
Excellent communication and interpersonal skills, with the ability to build trust and credibility with sophisticated or institutional clients
Experience using CRM tools such as HubSpot
Highly organised with exceptional attention to detail and strong time-management abilities
A proactive problem-solver with a hands-on mentality who can work both independently and collaboratively
Preferred
Familiarity with data or analytics platforms (e.g., Tableau) is a plus
Company
Moonfare
Moonfare is a digital platform that provides HNWI, family offices, banks and their advisors access to top-tier private markets investments.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$175MKey Investors
Vitruvian PartnersInsight PartnersFidelity International Strategic Ventures
2023-02-07Series C· $15M
2022-03-29Series C· $35M
2021-11-01Series C· $125M
Leadership Team
Lorenz Jüngling
Co-Chief Executive Officer and Managing Director
Steffen Pauls
Founder, Chairman and Co-CEO
Recent News
Alternative Credit Investor
2026-01-07
Alternative Credit Investor
2026-01-07
Company data provided by crunchbase