Client Services Manager – Alternative Funds

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⛰️ Colorado, Nebraska, +4 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 10%

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Manage and resolve complex or escalated Alternative fund client inquiries requiring advanced research, coordination, or relationship management • Serve as the designated point of contact and trusted resource for operational questions from fund families and internal partners regarding Retail Alternative Investment Operations • Lead communication efforts related to significant service updates, industry changes, Alternative fund product events, and client-impacting initiatives • Partner with internal departments to ensure consistent, accurate, and timely communication regarding account servicing, operational events, and inquiry resolution • Support Senior Management and Operations teams regarding client satisfaction and feedback, providing periodic client-status updates • Participate in client meetings, presentations, and business reviews as a departmental representative • Review processes and recommend enhancements that improve efficiency, consistency, accuracy, and client satisfaction • Identify emerging client concerns, inquiry trends, industry developments, and service opportunities, escalating recommendations to leadership • Collaborate across teams to ensure seamless client experience and resolution of complex client needs • Maintain accurate records of escalated inquiries, client interactions, research notes, resolutions, and follow-up activity in designated systems • Collaborate with team members and internal departments on inquiries, escalations, client communications, reporting needs, and event-related communication support • Serve as a direct fund contact and liaison for assigned Alternative fund clients’ operational matters • Maintain periodic contact with shareholders, fund families, and internal partners regarding account-related and event-related matters • Partner with transfer agent teams to support communication coverage, procedure updates, inquiry resolution, and completion of priority items during peak periods • Perform other duties as required and assigned

🎯 Requirements

• Bachelor’s degree in business administration, communications, finance, or a related field • 5+ years of experience in client services, transfer agent operations, communications, financial operations, or a related field • Experience within the financial services industry • Experience supporting Alternative Investment products preferred • Series 6 or 7 license is an asset • Knowledge of operational standards, SEC, AML, IRS, fund governing document, prospectus, subscription document, tender offer, and capital call requirements • Knowledge of client communication standards, relationship management practices, inquiry management, issue resolution, and escalation support • Knowledge of Alternative investment products, including REITs, BDCs, CEFs, interval funds, tender offer funds, and other registered or private Alternative products • Knowledge of Transfer Agent operations related to Alternative fund closes, repurchases, tenders, capital calls, warehoused activity, reconciliations, shareholder servicing, and client communications • General Transfer Agent operations knowledge • Proficiency with Microsoft Office Suite and Adobe Acrobat • Leadership, coaching, training, delegation, analytical, organizational, follow-up, and relationship-building skills • Strong multitasking and critical-thinking skills • Ability to troubleshoot complex communication and servicing issues • Clear and concise written and oral communication skills • Ability to establish and develop effective working relationships with associates, clients, and business partners • Ability to modify priorities and deadlines in response to changing conditions or unexpected obstacles • Ability to sit and stand regularly, occasionally lift and/or move up to 10 lbs., and meet specific vision requirements

🏖️ Benefits

• Occasional travel (approximately 10% or less) may be required • Reasonable accommodation may be made to enable associates to perform the essential functions • Opportunities to mentor, coach, train, and support team members • Potential overtime or work beyond the normal workday/work week as business needs arise

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