Green Key Resources · 7 hours ago
Client Service Associate
Cleveland, OH
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $75K/yrGreen Key Resources is seeking a Client Service Associate to act as a liaison between the firm and various Fund Managers. The role involves maintaining communication, coordinating investments, and ensuring compliance with documentation requirements to facilitate smooth onboarding and fund administration.
RecruitingStaffing Agency
Responsibilities
Maintain the main line of communication between firm and underlying investment funds
Coordinate initial investments, additional investments, and redemption requests between firm and underlying private funds
Handle documentation requirements for firm entities including, but not limited to, AML/KYC, tax documents, binding legal agreements, etc
Facilitate internal communication and business workflow as it impacts Investor Relations, Accounting, Research, and Business Development departments
Assist firm auditor in the annual external Audit
Coordinate efforts between internal departments to ensure timely delivery of all materials
Distribute appropriate materials and confirmations to Fund Managers when required
Gather data requests such as redemptions parameter, close cadences, and commitment history and provide to the respective parties
Maintain fund close dates to ensure fund deadlines are not missed
Cleanly track fund close history for historical and future firm investments
Attend internal and external meetings to be available for fund information requests and document dissemination
Qualification
Required
Detail oriented with strong interpersonal, professional and organizational skills
Exceptional written and verbal communication skills
Strategic planning, scheduling, and time-management skills
Demonstrate desire to become involved and work with the team to help the business grow
Bachelor's degree
Company
Green Key Resources
Green Key Resources provides career counselling.
Founded in 2004
201-500 employees
H1B Sponsorship
Green Key Resources has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (5)
Funding
Current Stage
Growth StageLeadership Team
Dave Singh
Partner, CIO & CTO
Michael Mirabal
Chief Financial Officer
Recent News
2025-09-17
Company data provided by crunchbase