Associate Manager, Client Relations Specialist

About the position

This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist, you will handle daily tasks such as JIRA tickets, inbox management and review of dedicated AWD queues in addition to assisting on client events tasks as outlined in the following expectations.

Responsibilities

• Support Alternative Investment clients and provide backup coverage when other team members are out
• Ownership of the daily client requests via email
• Staying compliant with the AWD queues and turnaround times
• Reviewing and completing JIRA Ticket requests for daily requests received
• Research and resolve any system issues reported by customers
• Identify and execute opportunities for process improvement
• Build and maintain documentation of Service Intake Team deliverables

Requirements

• Bachelor’s degree or equivalent experience
• 3+ years of client facing work-related experience specifically in financial services, banking, reconciliation, accounting, or similar required
• Excel proficiency
• Excellent written and verbal communication
• Strong operational, problem-solving, and data analysis skills
• Motivated, career-driven self-starter
• Thrives in fast-paced, team-oriented environments
• Highly organized with efficient time management
• Quick to learn and adapt to new systems and processes

Nice-to-haves

• Experience with service tools (e.g., Word, JIRA, Chorus/AWD, TA2000, 3270)

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more