green key resourcesHartford, CT
Client Service Associate
Client Service Associate
Client Service Associate
green key resourcesHartford, CT
2 days ago
Brokerage ClerksFinancial Clerks, All OtherSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Overview:
In this Client Service Associate role, you support operational and client service workflows within a hedge fund setting. You collaborate with administrative teams to ensure accurate transaction processing and documentation, while applying analytical skills to capital activity processes. You'll use AI tools to streamline client service operations and maintain regulatory compliance. The position offers growth in a fast-paced, collaborative environment focused on operational excellence and exceptional service.
Responsibilities:
- Manage transaction workflows and documentation with precision
- Collaborate with internal teams to ensure seamless client service
- Analyze operational data to identify improvements and implement solutions
- Support capital activity processes ensuring compliance
- Utilize AI tools to optimize workflows and efficiency
- Assist in preparing reports for internal/external stakeholders
- Perform detailed reviews of financial transactions for accuracy
- Provide operational support to client service activities
Key requirements:
- Bachelor of Science (BS) in a relevant field
- Minimum 3 years of experience in operational or client service; 5 years preferred
- Background in hedge funds or accounting, especially with capital activity processes
- Proficiency in using AI tools to enhance workflows
- Strong analytical and detail-oriented skills
- Ability to work on-site in a fast-paced environment
- Proven capability to handle high-pressure situations and deliver results
- Eagerness to learn and contribute to team successanalytical thinkingdetail orientationcollaborationAI tools proficiencydata analysiscapital activity processes
Also on the board Same function, level within a rung
Level
Junior
Location
Hartford, CT
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
2 days ago