Investor Account Management – Investor Request Lead


Investor Request Management (100% of time):

·       Utilize Salesforce system to manage inbound requests for the designated Fund Families, maintaining ownership of all inquiries from higher tier investors.

·       Attend and actively participate in Fund Family team meetings and be knowledgeable of all activity related to the Funds.

·       Delegate responsibilities to the Investor Request Support Staff as needed based on ebb and flow of workload.

·       Build strong relationships across the client’s organization to facilitate completion of requests, ensuring responses provided are accurate, complete, and responded to within the allotted time frame.

·       Receive training on key investor reports and systems to apply knowledge to provide support to investors and internal stakeholders.

·       Effectively manage large requests by liaising with the appropriate teams internally to solicit information used to facilitate timely completion of requests.

·       Maintain data dashboards used internally to track performance indicators and look for improvements on investor request processes.

·       Monitor trends and suggest improvements as needed.


Knowledge, Education, and Experience:


·       Bachelor’s Degree required.

·       Client support experience, demonstrating superior customer service ethic and ability to manage high client expectations.

·       A self-starter with the ability to prioritize and see the bigger picture.

·       Strong research/data mining skills.

·       Ability to gain trust and respect of stakeholders across departments.

·       Effective communication skills, both written and verbal.

·       Strong listening and comprehension skills.

·       Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.

·       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.

·       Ability to pivot between projects quickly and efficiently.

·       Ability to plan, coordinate with various parties, and execute an action plan.

·       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, including frequent use of functions to reconcile large data sets.

·       PowerPoint experience preferred.

·       Familiarity with SharePoint, Salesforce or other CRM systems a plus.