Confidential
Vice President, Client Services
About the Company
Top-tier digital asset investment firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking an Associate and Vice President for Client Services. The successful candidates will be the primary point of contact for clients, ensuring a high-quality service experience across various client interactions. This includes onboarding, account management, reporting, and handling routine inquiries. A key responsibility is to build a deep understanding of the firm's investment strategies and digital asset offerings to provide accurate and confident responses to client questions. The role also involves leading the client due diligence process, collaborating with cross-functional teams, and proactively monitoring client feedback to enhance the client experience.
Applicants for the Associate and Vice President, Client Services roles at the company should be adept at collaborating with portfolio management, operations, compliance, and sales teams to ensure smooth execution and exceptional client satisfaction. The positions require the ability to assist senior relationship managers in the preparation and delivery of portfolio reviews, market commentary, and customized reporting materials. Candidates must be proactive in anticipating client needs, maintaining comprehensive records of all client communications, and ensuring compliance with internal policies and regulatory standards. Professionalism is essential, as the role involves representing the firm at client engagements and industry events, reinforcing the organization's credibility and trusted reputation within the institutional space.
Travel Percent Less than 10%
Functions
Account Management/Optimization
About the Company
Top-tier digital asset investment firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking an Associate and Vice President for Client Services. The successful candidates will be the primary point of contact for clients, ensuring a high-quality service experience across various client interactions. This includes onboarding, account management, reporting, and handling routine inquiries. A key responsibility is to build a deep understanding of the firm's investment strategies and digital asset offerings to provide accurate and confident responses to client questions. The role also involves leading the client due diligence process, collaborating with cross-functional teams, and proactively monitoring client feedback to enhance the client experience.
Applicants for the Associate and Vice President, Client Services roles at the company should be adept at collaborating with portfolio management, operations, compliance, and sales teams to ensure smooth execution and exceptional client satisfaction. The positions require the ability to assist senior relationship managers in the preparation and delivery of portfolio reviews, market commentary, and customized reporting materials. Candidates must be proactive in anticipating client needs, maintaining comprehensive records of all client communications, and ensuring compliance with internal policies and regulatory standards. Professionalism is essential, as the role involves representing the firm at client engagements and industry events, reinforcing the organization's credibility and trusted reputation within the institutional space.
Travel Percent Less than 10%
Functions
Account Management/Optimization