Associate, Client Relationship Manager

Manage the onboarding of new client accounts by collecting required documents and information through in-person meetings or calls. Liaise with custodian partners and internal departments while assisting with the preparation of alternative investment paperwork with high accuracy. Provide exceptional client service by responding to inquiries, requests, and transactions such as money movements. Maintain detailed client records across firm relationship management systems and support the team's overall strategy by preparing reports and marketing materials for client meetings. Adhere to firm control policies and procedures while regularly collaborating with peers on best practices.