Solomon Page · 23 hours ago
Client Services Associate
New York, NY
Full-time
Onsite
Mid Level
$70K/yr - $90K/yr
4+ years expSolomon Page is a specialty niche provider of staffing and executive search solutions, and they are seeking a highly professional Client Services Associate to support their growing investor base. In this role, you will manage post-transaction activities and ensure seamless communication while fostering strong relationships with investors.
Asset ManagementConsultingProfessional Services
Responsibilities
Manage the execution of subscription agreements, capital call notifications, transfer documentation
Facilitate collection and verification of required investor documents
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email
Address investor inquiries via email or phone
Address investor concerns and feedback, providing clear explanations in a professional manner
Gather relevant information from internal teams to efficiently resolve investor issues
Track all investor documents and transactions in a secure and organized manner
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones
Proactively communicate information and updates to investors to keep them informed and engaged
Work with team on periodic outreach to understand investor needs and expectations
Qualification
Required
Must have financial experience 2 -3 years experience
Bachelor's Degree preferred
4 years working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting
Experience with Fresh Desk or other relevant ticketing system
Strong sense of ownership and pride in work, firm, and culture
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software
Positive attitude towards work and team
Exceptional communication skills, both written and verbal
Exceptional focus on client services and interpersonal relationship building
Ability to time manage and think critically about priorities given competing deadlines
Ability to work independently
Open and receptive to feedback, suggestion and criticism
Required to be physically present in the office 5 days a week
Preferred
Bachelor's Degree preferred
Benefits
Medical
Dental
401(k)
Direct deposit
Commuter benefits
Company
Solomon Page
Founded in 1990, Solomon Page is a leading staffing and executive search firm headquartered in New York City with offices across the United States.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Lloyd Solomon
Managing Director
Rachel Tigges
CMO
Company data provided by crunchbase