Client Services Analyst Job at Russell Tobin, New York, NY

OWpFMUMxMnJCcCswY29jdGd3K1RpeXc1NEE9PQ==
  • Russell Tobin
  • New York, NY

Job Description

We are seeking a detail-oriented and organized Investor Services Analyst to join newly formed Fund Onboarding team. This role will support onboarding processes across all asset classes, working closely with internal and external stakeholders to ensure a streamlined, compliant, and high-quality experience for investors.

Key Responsibilities:

  • Set up and activate fund structures in internal systems (CRM, digital platforms).
  • Coordinate investor access and tracking for the subscription process.
  • Maintain and update centralized onboarding trackers.
  • Manage the end-to-end review process across AML, KYC, tax, and fund counsel.
  • Ensure timely, accurate, and consolidated feedback to investors with minimal touchpoints.
  • Capture and digitize subscription data for CRM and final investor registers.
  • Deliver accurate fund register data to administrators within set deadlines.
  • Collaborate closely with external vendors and internal teams (Legal, Compliance, Accounting, Product).
  • Monitor performance, enforce standards, and escalate risks or exceptions as needed.
  • Support the digitization of onboarding processes.
  • Uphold onboarding policies, risk protocols, and exception management procedures.

Qualifications:

  • Bachelor’s degree in Finance, Business Administration, or related field.
  • 1–3 years of experience in fund onboarding, investor services, or financial operations.
  • Strong knowledge of AML/KYC processes, fund subscription workflows, and vendor management.
  • Proficient in Microsoft Excel; familiarity with Salesforce and fund accounting systems preferred.
  • Excellent organizational, communication, and interpersonal skills.
  • Ability to manage multiple priorities with accuracy and professionalism.
  • Entrepreneurial mindset with a proactive, solutions-oriented approach.

*** Salary- $70k-$80k base plus bonus

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Job Tags

Similar Jobs

Karen Kane

Wholesale Customer Service Representative Job at Karen Kane

As a Wholesale Women's Apparel Customer Service Representative, you will be the primary point of contact for our retail clients, providing outstanding support and assisting with order inquiries, product information, and more. The ideal candidate will have excellent communication...

CAMP Systems International, Inc.

Aviation Maintenance Analyst Job at CAMP Systems International, Inc.

 ...execution and delivery of all related services. The candidate should have a strong interest in the aerospace industry and aviation/airline programs and be able to show past performance in successfully managing customer accounts. You have: ~2 to 10 years... 

Metal Arts

Sr. Steel Detailer Job at Metal Arts

 ...items Create models of structural steel from architectural and structural drawings supplied by the customer/contractor Create shop and erection drawings from 3D models and/or architectural and structural drawings supplied by the customer/contractor Create RFI... 

The LiRo Group

Senior Civil Engineer Job at The LiRo Group

We have an immediate need for a Senior Civil Engineer for our Mineola, Long Island Office. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering...

VitalCore Health Strategies

Certified Medical Assistant (CMA) Job at VitalCore Health Strategies

 ...by profit! VitalCore Health Strategies (VCHS), an industry leader in Correctional Health Care is hiring Part Time, Day or Evening Shift Certified Medical Assistants at Old Colony Correctional Center in Bridgewater, MA. View our opportunities at: CERTIFIED...