New York City, NY30+ days ago
Responsibilities: • Client Service & Advisory Support: Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings, and other complex service needs. • Identify patterns in inbound service activity and translate recurring client needs and friction points into scalable, system-driven workflows-leveraging automation, self-service, and CRM platforms (e.g., Salesforce Service Cloud) to improve turnaround times.