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Our client is seeking a Client Relations Specialist to join their dynamic team. This role offers an exciting opportunity to provide exceptional service and communication to a diverse U.S. investor base within the private equity sector. The successful candidate will play a pivotal role in enhancing the investor experience, building lasting trust, and contributing to the firm's continued success. With a proactive approach and strong collaboration across teams, you will be instrumental in driving the company's growth.
What you'll do:
As a Client Relations Specialist, your role will be multifaceted. You will:
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Act as the primary point of contact for US-based investors during the closing process and post-close, handling inquiries and requests professionally and promptly.
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Manage inbound and outbound investor communications via email and phone during all U.S. business hours.
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Oversee and facilitate global AML / KYC client-onboarding and ongoing review processes.
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Guiding investors globally through the AML / KYC onboarding process, working closely with Legal, Compliance, and fund administrator teams.
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Track and manage periodic KYC refreshes, ensuring investors remain compliant with regulatory obligations.
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Manage post-fundraising communication and reporting to clients and Sales teams in an organised manner.
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Build and maintain strong relationships with clients.
What you bring:
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The ideal candidate for this Client Relations Specialist role brings extensive experience in client relations within private equity or alternative asset management.
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Exceptional relationship management experience with a client-facing approach.
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Good understanding of private equity / alternative investments / financial services operations developed working in a fast-paced environment.
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Experience managing or supporting AML and KYC procedures for clients in a global setting.
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Previous experience supporting regular client reporting, including investor reports.
This role works with the US. The working hours are 12-9pm. The business operates a hybrid working policy.
What sets this company apart:
Our client is an independent global asset management firm focusing on private assets, including private equity and clean energy. The firm oversees more than USD 14 billion in assets under management and advisement and operates globally. This role works with the US. The working hours are 12-9pm. The business operates a hybrid working policy.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
