What are the responsibilities and job description for the Client Operations Associate position at New York Life?
Job Description
Requisition ID
Department
Job Function
Location
Role Location Designation
Company name: Apogem Capital
Location Designation: Hybrid - 3 days per week
Job Title: Client Operations Associate
Location Designation: Hybrid - 3 days per week
At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investorsand shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.
Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $40 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.
At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care,employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.
If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.
The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients. This position must work closely with individuals across the organization and process client transactions correctly and within tight time constraints.
What You'll Do:
- Communicate directly with clients regarding their accounts and questions they may have by providing timely and accurate responses.
- Work with incoming clients to process legal and compliance documentation in line with industry regulations under time sensitive constraints.
- Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
- Assist in sending regular/standardized outbound emails to investors out of email system using templates (LP invitations, closing notifications, fundraising updates, etc.)
- 4-year undergraduate degree preferred
- Minimum 3 years of experience in client/customer response role required
- Strong Excel, Word, Power Point and demonstrated data management skills
- Strong work ethic
- Ability to multi-task
- Has experience with new procedures and system implementation
- Ability to work within a team
- Exceptional organizational skills and attention to detail
- Strong verbal and written communication skills
- Prior alternative investment experience preferred but not required
Pay Transparency
Salary range: $70,000-$80,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
All Candidates Please Click Here
Job Requisition ID: 94997
Salary : $70,000 - $80,000