Demo

Account Management Associate

Moonfare
York, NY Full Time
POSTED ON 12/9/2025
AVAILABLE BEFORE 6/6/2026

Join the team rewriting the rules in private markets.

Moonfare delivers what few others can: the highly sought-after funds and hidden-gem investments that go beyond what most private banks offer. Every opportunity is subjected to a ruthless vetting process; the bar is unforgivingly high. The result? Institutional-quality portfolios for investors who demand more.

Our team combines finance veterans with talent from tech, consulting, law and industries you’d never expect. Headquartered in Berlin, we operate from eight offices across Europe, the US and Asia.

If you're ready to build what's next in private markets, let's talk.

Account Management Associate

We’re seeking a proactive and detail-oriented Account Management Associate to join our growing US team. In this role, you will support our US investor base, strengthen long-term relationships, and ensure an exceptional client experience. You’ll work closely with the Investor Relations, Operations, Compliance, and Product teams to facilitate seamless onboarding, maintain accurate client data, and contribute to strategic initiatives that enhance the investor journey.

This role is ideal for someone with strong communication skills, a client-centric mindset, and experience supporting sophisticated clients in a fast-paced, high-growth environment.

You will:

  • Serve as a primary point of contact for US-based investors, supporting onboarding, platform training, account setup, and general account servicing
  • Respond promptly and professionally to investor inquiries via email, phone, and live chat
  • Maintain accurate and up-to-date investor records, partnership details, and activity logs in the CRM (HubSpot)
  • Coordinate with cross-functional teams, including KYC, Compliance, Legal, Fund Operations, and Product—across multiple continents and time zones to ensure efficient and compliant onboarding processes
  • Collaborate on strategic initiatives and contribute to cross-departmental projects aimed at enhancing the overall client journey
  • Provide insights and feedback to Product and Operations teams to help refine processes, tools, and user experience

The next Moonfarian:

  • 2–3 years of experience in account management, customer success, operations, investor relations, or a similar client-facing role 
  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field
  • Excellent communication and interpersonal skills, with the ability to build trust and credibility with sophisticated or institutional clients
  • Experience using CRM tools such as HubSpot; familiarity with data or analytics platforms (e.g., Tableau) is a plus
  • Highly organised with exceptional attention to detail and strong time-management abilities
  • A proactive problem-solver with a hands-on mentality who can work both independently and collaboratively

If you feel you do not meet all of the requirements, we still encourage you to apply!

Our Values:

  • Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus. Putting clients first means creating value for them is essential. Placing Moonfare second signifies that our individual professional future at Moonfare depends on the company's commercial success. Prioritising ourselves third reflects our humility in putting clients and Moonfare before personal interests.
  • We pursue excellence and honor our promises - Commitment to Excellence. We hold ourselves to the highest standards, taking responsibility for our failures, and celebrating our successes. We commit to deadlines and stick to them and we learn from our mistakes.
  • We are here to win and to celebrate our collective achievements - Win together. We are mission-focused and think and act like owners. We exemplify the attitude we expect and each of us commits to do what it takes to succeed.
  • We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit. We hire, retain, and develop exceptional people and invest in empowering them to excel. We must all earn our place at the table every day.

We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We’re committed to developing an inclusive and safe culture where everyone  — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.

*Minimum investments vary according to jurisdiction.

Apply now!

Salary.com Estimation for Account Management Associate in York, NY
$140,442 to $189,656
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Account Management Associate?

Sign up to receive alerts about other jobs on the Account Management Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$130,351 - $192,268
Income Estimation: 
$168,526 - $245,699
Income Estimation: 
$71,143 - $86,536
Income Estimation: 
$168,296 - $226,155
Income Estimation: 
$103,275 - $152,386
Income Estimation: 
$130,351 - $192,268
Income Estimation: 
$168,526 - $245,699
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Account Management Associate jobs in the York, NY area that may be a better fit.

  • Wunderman Thompson (DBA VML) York, NY
  • WHO IS HUDSON ROUGE? Hudson Rouge (a VML company) is a luxury boutique marketing and communications agency that works solely on luxury brands and is the ex... more
  • 16 Days Ago

  • hudsonrouge York, NY
  • WHO IS HUDSON ROUGE? Hudson Rouge (a VML company) is a luxury boutique marketing and communications agency that works solely on luxury brands and is the ex... more
  • 2 Months Ago

AI Assistant is available now!

Feel free to start your new journey!