Associate Services Manager, Services Support

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 US states, 2 Canadian Provinces and Mexico. We have physical offices in San Francisco, CA and Austin, TX, for US employees who prefer to work in an office some or all of the time.

About your role

Investor Services is a growing team at Juniper Square that is responsible for delivering administration services to our clients. We are seeking an Associate Services Manager to join our Services Support Group. You will act as a generalist, performing a variety of critical activities across a broad set of our services clients. The main responsibilities include conducting KYC / Watchlist monitoring checks, performing workspace management such as creating new contacts and positions, bulk uploading new data, and disseminating documents to investors. You will grow your project management, communication, customer management, and process improvement skills while delivering positive outcomes for clients. We are looking for someone who is excited about the opportunity to learn and build valuable, hands-on, client-focused experience within a software start-up and investment management. 

What you’ll do

• Build knowledge of our evolving software, the real estate industry, and private markets more broadly
• Conduct KYC / Watchlist monitoring checks on individuals and entities; investigate and resolve any issues
• Perform workspace management tasks on behalf of our clients, including creating new contacts and positions, bulk uploading new client data, and reviewing workspaces for accuracy and completeness
• Disseminate K-1 documents and other client reports through the Juniper Square software
• Assist on ad-hoc client requests across our suite of services in partnership with other Investor Services teams; coordinate directly with clients on activities and issue resolution as needed
• Identify and flag areas of improvement in our processes and procedures

Qualifications

• 0-1 years of experience in a customer-facing or project management role
• High level of integrity and desire to consistently do the right thing for our customers and for the business
• Strong written and verbal communication skills with attention to detail
• Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions
• Highly flexible and adaptable to change; ability to handle multiple projects at once while staying close to the details 
• You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

Compensation 

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $58,000 - $68,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. We are actively hiring for this role in Canada, and offer competitive local pay and benefits. Your recruiter can provide further details.

Benefits include:

• Health, dental, and vision care for you and your family
• Life insurance and disability coverage
• Mental wellness coverage
• Fertility and growing family support
• Unlimited vacation in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• 401k retirement savings plan
• Healthcare FSA and commuter benefits programs
• Allowance to customize your work and technology setup at home
• Annual professional develop