Investor Account Management- Investor Request Queue Coordinator

We are excited to announce an opportunity for an Investor Account Management Investor Request Queue Coordinator to join our team. This role will support one of our largest private equity clients by providing coordination support for a centralized investor request queue and assisting with investor request research and completion. As a key member of our team, you will primarily work within the Salesforce platform to deliver high-level support in a dynamic and fast-paced environment. You will collaborate with various teams within Investor Account Management and our client to ensure a top-notch investor experience.

We are looking for someone with strong listening and reading comprehension and communication skills, and the ability to multitask and prioritize effectively. The person should have a keen attention to detail and be solutions oriented with strong problem-solving skills. The person should be comfortable working with an international team and supporting a global investor base.

Responsibilities:

Investor Request Queue Coordination (60% of time):

1. Co-managing day-to-day operations of the investor request queue within the Salesforce platform.
2. Maintain working knowledge of the client’s operations and offerings to ensure proper treatment of requests.
3. Support inbound phone inquiries through a dedicated investor service support line.
4. Utilize key metrics reporting and provide ad hoc and recurring project support to the client.

Investor Request Management (20% of time):

1. Collaborating with internal and client teams to resolve inquiries efficiently.
2. Maintain working knowledge of assigned requests, following escalation procedures as needed.
3. Manage expectations and ensure quality and consistency of service for assigned requests.

Investor Document Posting (20% of time):

1. Upload diligence materials, capital calls, distribution notices, quarterly reporting and annual reporting for publication to investor website.
2. Correspond directly with Fund Management and Partnership Accounting teams regarding document details: timing of document distribution, errors within the documents, and overall presentation to ensure quality and consistency of service provided to the investors.

Knowledge, Education, and Experience:

1. Bachelor’s Degree preferred but not required.
2. Client support experience, demonstrating superior customer service ethic and ability to manage high client expectations.
3. Ability to coordinate with various parties and execute an action plan.
4. A self-starter with the ability to prioritize and see the bigger picture.
5. Strong research/data mining skills.
6. Effective communication skills both written and verbal.
7. Strong listening comprehension skills.
8. Organized, detail-oriented, efficient, and diligent.
9. Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.
10. Effective time management skills and ability to meet deadlines.
11. High integrity and must be able to maintain confidentiality of sensitive and proprietary information.
12. Advanced PC skills and excellent Microsoft Office skills.
13. Familiarity with SharePoint, Salesforce, or another CRM systems a plus.

*This role is based in the London, UK market and the candidate hired will work onsite at one of our client\’s locations; as such, we are only reviewing applications for those local to the London market at this time.

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