What are the responsibilities and job description for the Investment Client Services Analyst position at PrincePerelson and Associates?
Investment Client Services Analyst
Salt Lake City, UT
Hybrid Schedule - 4 days in office/1 remote (Must live within commutable distance)
$60,000–$85,000/year
We’re hiring an Investment Client Services Analyst to join a fast-growing financial services organization supporting alternative investments and wealth management clients. This role sits within a high-touch client services team, partnering with investors, advisors, and fund sponsors to deliver a seamless experience across a dynamic investment platform.
What You’ll Be Doing:
- Serve as a primary point of contact for investors and advisors, managing inbound inquiries and delivering timely, accurate support.
- Guide clients through investment processes, including onboarding, subscriptions, and fund closings.
- Collaborate with internal teams and external partners to ensure a smooth and efficient client experience.
- Support senior leadership with ad hoc projects and initiatives tied to business growth.
What We’re Looking For:
- Client-focused professional with strong communication skills and a sense of urgency.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Proven ability to collaborate across teams and build strong working relationships.
- Highly organized with strong attention to detail and follow-through.
- Comfortable handling a high volume of phone and email communication throughout the day.
Education & Experience:
- Bachelor’s degree required
- 2–5 years of experience in financial services, client service, or investor relations
- Exposure to wealth management, alternative investments, or financial technology platforms preferred
- Proficiency in Microsoft Excel and PowerPoint
This is a great opportunity to join a growing team at the intersection of investor relations, technology, and alternative investments, with strong visibility and career growth potential.
PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants
Salary : $60,000 - $85,000