Investor Account Management - Investor Request Support Staff

We are currently hiring an Investor Account Management- Investor Request Support Staff to join our team, supporting one of our largest private equity clients. The principal responsibility of this position is to provide investor service support to the client’s investors globally as noted in the responsibilities section below. This individual will primarily work within the Salesforce platform to provide high-level, fast-paced investor services. The individual will work with the Investor Request Leads to manage requests for the designated Fund Families. The position requires strong listening, comprehension, and communication skills, the ability to multitask and prioritize, and a keen attention to detail. Responsibilities: Investor Request Management (100% of time):
·       Utilize Salesforce to review, assess, and ensure completion of investor requests for the designated Fund Families.·       Work with Investor Account Management Investor Request Lead to provide superior investor service through timely completion of requests.·       Own requests delegated to them and liaise internally as needed to source information required to ensure responses provided are accurate, complete, and responded to within the allotted time frame.·       Act as backup resource to the Queue Coordinator as needed. 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 and 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 level of integrity; 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.