Senior Associate, US Client Services
Core
Senior Associate supporting investor servicing, transfer agency operations, and onboarding for alternative investment products.
Role type
Senior Associate, Client Services & Transfer Agency Operations
Builds
Shareholder servicing workflows, transfer agency distributions/redemptions, and tender offer processes for institutional and offshore clients.
Domain
Alternative Investments (Credit, Real Estate, Private Equity, Infrastructure)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investor servicing, transfer agency operations, operational exception management, partner coordination, process documentation, tender offer workflows, trade file validation, training development
Preferred skills
FINRA license, service provider technology systems proficiency
Technologies
Microsoft programs, SharePoint, transfer agency platforms
Responsibilities
Design and execute processing workflows for shareholder servicing; monitor service levels and coordinate with broker-dealer partners; resolve complex transfer agency exceptions (purchases, cancellations, wires); support tender offer and liquidity workflows; maintain operational trackers and logs; document procedures and training materials.
Seniority
Senior, hands-on IC