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Client Services Operations Analyst

Company

Social Capital Resources LLC

Location

New York County, New York, United States

Type

Full-time


Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking a Hedge Fund Clients Services & Operations Analyst for a full-time position!





Responsibilities:






  • Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients

  • Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.

  • Work with internal departments to research and resolve escalated shareholder inquiries.

  • Periodically review forms and applications for accuracy and completeness.

  • Maintain client portal database and onboard new client contacts.

  • Address shareholder inquiries received via inbound phone line, email, and mail.





Qualifications:





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