Client Services Manager Alternative Funds

Accountabilities • Manage complex and escalated inquiries from alternative fund clients, conducting research, coordinating with relevant teams, and ensuring effective resolution.

• Act as a primary point of contact and trusted operational resource for fund families and internal partners on alternative investment servicing matters.

• Lead communications related to significant service updates, industry developments, alternative fund product events, and other initiatives affecting clients.

• Coordinate with internal departments to deliver consistent, accurate, and timely information regarding account servicing, operational events, and inquiry resolutions.

• Support senior management and operations teams by sharing client feedback, monitoring satisfaction, and providing periodic updates on client status.

• Represent the department in client meetings, presentations, and business reviews.

• Review existing processes and recommend improvements that enhance efficiency, accuracy, consistency, and client satisfaction.

• Identify emerging client concerns, inquiry trends, industry developments, and opportunities to improve service, escalating recommendations to leadership when appropriate.

• Collaborate across transfer agent teams to support complex client needs, communication coverage, procedure updates, and priority activities during peak periods.

• Maintain accurate records of escalations, client interactions, research, resolutions, and follow-up actions in designated systems.

• Mentor and support team members through coaching, training, communication, and practical guidance.

• Help develop procedures, templates, service standards, and workflows that strengthen operational quality and team performance.

Requirements:

• 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.

Benefits:

• Annual salary range of $80,000–$100,000, depending on qualifications and experience.

• Opportunity to work in a specialized financial services environment supporting alternative investment fund operations.

• Opportunities to contribute to client relationship management, operational improvements, and team development.

• Work location options across Omaha, Nebraska; Milwaukee, Wisconsin; Denver, Colorado; Boston, Massachusetts; Philadelphia, Pennsylvania; Columbus, Ohio; and Cincinnati, Ohio.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1