Senior Analyst, Client Success
Supports investor accounts and alternative investment operations through data management, KYC/AML onboarding, complex client requests, remediations, and cross-functional issue resolution. Requires 3+ years of financial services or middle-office experience and knowledge of alternative investments.
About the job
Responsibilities
- Manage end-to-end investor data gathering, validation, and profile creation in core systems.
- Research client details, identify missing or inconsistent information, and follow up to maintain accurate investor records.
- Perform KYC/AML verification checks, including CDD/EDD, entity documentation, and risk assessments, during onboarding and ongoing profile maintenance.
- Process complex, time-sensitive client and transaction requests across alternative investment products, including private equity and real estate.
- Perform callback verifications, bank account checks, and wire confirmations for disbursements.
- Execute account and data remediations, resolve operational bottlenecks, and identify root causes of recurring exceptions.
- Collaborate with Fund Operations, Fund Controlling, Product Onboarding & Delivery, Sales, and Compliance teams.
- Escalate operational risks and exceptions promptly.
- Use HubSpot and ClickUp to triage workflows, refine procedures, and implement process improvements.
Requirements
- 3+ years of relevant experience in financial services operations, client support, or middle-office roles.
- Experience with alternative investments, private wealth, or complex commercial financial products.
- Excellent written and verbal English communication skills.
- Willingness and ability to use AI tools and platforms to optimize operational workflows.
Skills
Kyc, AML, Cdd, Edd, Risk Assessment, Investor Data, Alternative Investments, Private Equity, Real Estate, HubSpot, Clickup, AI Tools
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