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GLASfunds · 20 hours ago

Advisor Support Associate

Cleveland, OH

Full-time

Onsite

Entry Level

1+ years exp

GLASfunds is a global alternative investment platform offering streamlined access to institutional level private capital and hedge funds. They are seeking an Associate, Advisor Support to enhance the investor experience through onboarding and account management for individual and institutional accounts.

Angel InvestmentFinancial ExchangesFinancial Services

Responsibilities

Maintaining a center of excellence for the GLASfunds Advisor Support team by following our process standards and client service model

Providing ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction

Handling all subscription and onboarding related questions to new investors and investment opportunities from an operations perspective

Delivering service and account lifecycle support, including K-1 publishing, account updates, and redemption requests

Working with cross-functional teams such as Business Development, Research, and Accounting to ensure each team’s subject matter expertise is utilized when needed by an investor opportunity

Qualification

Client facing experienceAlternative investment knowledgeAnalytical skillsInterpersonal skillsOrganizational skills

Required

1-3 years of experience in a client facing role within Financial Advisory, Institutional Investing, Private or Retail Banking, Management Consulting, or Custodial Services

Demonstrates exceptional qualitative and quantitative analytical skills

Strong interpersonal and organizational skills to work independently in a fast-paced environment with multiple open tasks at a given time

Able to meet deadlines and work effectively under pressure with a strong attention to detail

Preferred

Preferred understanding of the alternative investment lifecycle, including subscription, capital calls/distributions, reporting, and other operational elements