Client Services Manager Alternative Funds

In this role, you will serve as a key relationship management resource for fund families and internal stakeholders, supporting alternative investment fund transfer agent services. You will manage complex client inquiries, coordinate escalations, and provide operational expertise across a range of fund servicing activities. Working closely with multiple departments, you will help ensure clear, accurate, and timely communication throughout fund events and account servicing processes. You will also contribute to client satisfaction by identifying service improvements, anticipating emerging needs, and strengthening business relationships. The position combines client-facing responsibilities with operational coordination, strategic problem-solving, and team mentorship. It offers an opportunity to influence service quality and operational effectiveness within a specialized financial services environment.

• Bachelor's degree in Business Administration, Communications, Finance, or a related field.

• At least 5 years of experience in client services, transfer agent operations, financial operations, communications, or a related area.

• Previous experience within the financial services industry.

• Experience supporting alternative investment products is preferred.

• Series 6 or Series 7 license is an asset.

• Knowledge of alternative investment products, including REITs, BDCs, closed-end funds, interval funds, tender offer funds, and other registered or private alternative products.

• Understanding of transfer agent operations, including fund closings, repurchases, tenders, capital calls, warehoused activity, reconciliations, shareholder servicing, and client communications.

• Familiarity with operational standards and requirements related to SEC, AML, IRS, fund governing documents, prospectuses, subscription documents, tender offers, and capital calls.

• Strong understanding of client communication standards, relationship management, inquiry handling, issue resolution, and escalation practices.

• Proficiency in Microsoft Office Suite and Adobe Acrobat.

• Leadership skills, including the ability to motivate, coach, mentor, delegate, and support team members while fostering a collaborative environment.

• Ability to understand client business models, alternative fund structures, operational needs, and communication requirements, and anticipate potential challenges.

• Strong analytical, critical-thinking, troubleshooting, organizational, multitasking, and follow-up skills.

• Excellent written and verbal communication, active listening, and presentation abilities.

• Demonstrated relationship-building skills and the ability to work effectively with clients, colleagues, and business partners in both routine and challenging situations.

• A proactive, strategic, and detail-oriented approach, with a strong commitment to quality, accountability, and continuous improvement.

• Ability to adapt priorities and deadlines as business needs change while ensuring important deliverables are completed.

• Willingness to work beyond normal business hours or the standard workweek when required by business needs.

• Ability to meet the physical requirements of the role, including regularly sitting and standing and occasionally lifting or moving up to 10 pounds.

• Willingness to travel occasionally, approximately 10% or less.