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Full-Time Operations/Client Success – Associate

Job Title: Full-Time Operations/Client Success Associate

Job Location: Atlanta, GA

Job Description:

As Operations/Client Success Associate at 1776ing, you will work directly with our Head of Operations and Technology team in supporting the day-to-day functions of the business. Your responsibilities include supporting existing partnerships by ensuring adoption of the platform and resolving problems through data analytics skills. Proficiency in data and client support is crucial as this role will be heavily involved in the ongoing build out of our technology platform and addressing client needs. This role offers a unique opportunity to work within the Financial Technology and Private Equity space, focusing on infrastructure and growth. There’s a growth trajectory leading to Vice President Operations & Client Success with supporting staff. The role demands autonomy, decision-making ability, and the capacity to navigate ambiguity while delivering specific services. It’s client-facing, involving platform demos, client presentations, and reporting.

Responsibilities:

  • Assisting Registered Representatives, Registered Investment Advisors and Investors with the onboarding experience. (website registration, investor subscription, AML docs, etc.)
  • Navigating clients through the subscription process and assisting and managing fund closings.
  • Ensuring client satisfaction by responding to client inquiries in a timely and efficient manner.
  • Optimizing the user experience through collaboration and communication with the development team.
  • Demonstrating exceptional time management skills with the ability to handles multiple tasks at once.
  • Other duties may be assigned as needed.

 

Qualifications:

  • Analytical: Synthesizes complex or diverse information.
  • Design: Generates creative solutions.
  • Problem Solving: Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
  • Project Management: Develops project plans.
  • Customer Service: Manages difficult or emotional customer situations; responds promptly to customer needs.
  • Communications: Exhibits good listening and comprehension.
  • Cooperation: Establishes and maintains effective relations; works cooperatively in-group situations.
  • Managing Customer Focus: Promotes customer focus; monitors customer satisfaction.
  • Consultative: Builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively; presents solutions that meet customer objectives.
  • Judgement: Exhibits sound and accurate judgment.

Education and/or Experience

  • Bachelor’s degree from a four-year College or University; or one to two years related experience in the Client Service and Investor Relations field and/or training; or equivalent combination of education and experience. Experience in Financial Industry preferred. Prior experience with Alternative Investments is a plus.

Technology Skills

  • Advance Proficiency with Microsoft Excel and Microsoft Office.
  • Ability to use Modern Technology; HubSpot, Mail Chimp and other technology platforms.
  • Familiarity with DTCC AIP is a plus.

Benefits:

  • Competitive salary with bonus opportunities
  • Opportunity to work in a fast-paced startup environment with a talented team.
  • Health insurance benefits.

Application Instructions:

Email 1776ing along with a copy of your CV to chuck@1776ing.com.