Investor Account Management - Contact Management Staff

We are currently hiring an Investor Account Management: Contact Management Staff to join our team, supporting one of our largest private equity clients. The principal responsibility of this position is to support the Investor Account Management team by managing contact information for Fund‐level investors. The individual will review contact update requests, action the requests accordingly, and confirm information directly with the investors or the Investor Relations and Fund Management teams. This individual will primarily work within the Salesforce platform to provide high-level, fast-paced investor services. The candidate will work directly with individuals at all levels and across a variety of teams at the client, including Fund Management, Partnership Accounting, Equity Management, Tax, Investor Relations and IT. The position requires strong listening, comprehension, and communication skills, the ability to multitask and prioritize, and a keen attention to detail. Responsibilities: Contact Management and Reporting (100% of time):
·       Updating investor contact information and managing access rights to investor reporting website; responding to investor requests as appropriate.·       Coordinating efforts with peers within other client fund teams to ensure efficiency and consistency.·       Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned.·       Managing the Salesforce contact changes distribution list; coordinating information to complete changes as needed.·       Monitoring Investor Notification “no reply” inbox for undeliverable emails or replies. Knowledge, Education, and Experience: ·       Bachelor’s Degree preferred but not required.·       Demonstrable client service experience.·       A self-starter with the ability to prioritize and see the bigger picture.·       Strong research/data mining skills.·       Effective communication skills, both written and verbal.·       Strong listening comprehension skills.·       Organized, detail-oriented, efficient, and diligent.·       Effective time management skills and ability to meet deadlines.·       Ability to work in a fast-paced and demanding environment.·       High integrity and must be able to maintain confidentiality of sensitive and proprietary information.·       Advanced PC skills and excellent Microsoft Office skills.·       Intermediate-level Excel skills.·       Familiarity with SharePoint, Salesforce or other CRM systems a plus.