Manager, Client Relations
Core
Manage client relationships and oversee daily trust administration for Wholesale and Responsible Entity clients in the private markets investment sector.
Role type
Manager, Client Relations (Fund Services)
Builds
Trust administration services, client onboarding, and operational support for investment funds.
Domain
Private Markets / Fund Services / Trust Administration
Deliverable
client delivery
Required skills
client relationship management, trust administration, fund operations, stakeholder liaison, onboarding coordination, compliance monitoring, payment processing, CRM management, legal documentation review.
Preferred skills
Law, Business, Accounting, or Economics background.
Technologies
CRM systems, banking platforms, trust management software.
Responsibilities
Conduct routine client check-ins and maintain relationships with external service providers; assist clients with trust management tasks including signing processes and payment instructions; support client onboarding including bank account setup and regulatory registrations; monitor inboxes and respond to operational requests; review and coordinate legal and trust documentation; manage debtor/accrual processes and GAV reporting.
Seniority
Manager, mid-level individual contributor with team support responsibilities.