Client Services Manager – Alternative Funds

Ultimus Fund Solutions

. Manage and resolve complex or escalated Alternative fund client inquiries requiring advanced research, coordination, or relationship management .

Posted 11/12/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client inquiries and operational communications within the financial services industry, particularly in Alternative Investments. Proficient in relationship management, issue resolution, and enhancing client satisfaction through effective collaboration and communication.

Highest-signal resume keywords

Client Services ExperienceAlternative Investment KnowledgeTransfer Agent OperationsCommunication SkillsLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Communication StandardsInquiry ManagementIssue ResolutionOperational Standards KnowledgeFinancial Operations KnowledgeAlternative Investment Products KnowledgeTransfer Agent Operations KnowledgeAnalytical SkillsMultitasking SkillsCritical Thinking Skills

Soft Skills

Relationship BuildingOrganizational SkillsCoaching SkillsTraining SkillsFollow-Up Skills

Tools & Technologies

Microsoft Office SuiteAdobe Acrobat

Certifications & Qualifications

Series 6 LicenseSeries 7 License

Industry Keywords

Financial ServicesAlternative InvestmentsREITsBDCsCEFsTender Offer FundsCapital Call RequirementsSEC ComplianceAML ComplianceIRS Regulations

About the role

Key responsibilities & impact

Manage and resolve complex or escalated Alternative fund client inquiries requiring advanced research, coordination, or relationship management
Serve as the designated point of contact and trusted resource for operational questions from fund families and internal partners regarding Retail Alternative Investment Operations
Lead communication efforts related to significant service updates, industry changes, Alternative fund product events, and client-impacting initiatives
Partner with internal departments to ensure consistent, accurate, and timely communication regarding account servicing, operational events, and inquiry resolution
Support Senior Management and Operations teams regarding client satisfaction and feedback, providing periodic client-status updates
Participate in client meetings, presentations, and business reviews as a departmental representative
Review processes and recommend enhancements that improve efficiency, consistency, accuracy, and client satisfaction
Identify emerging client concerns, inquiry trends, industry developments, and service opportunities, escalating recommendations to leadership
Collaborate across teams to ensure seamless client experience and resolution of complex client needs
Maintain accurate records of escalated inquiries, client interactions, research notes, resolutions, and follow-up activity in designated systems
Collaborate with team members and internal departments on inquiries, escalations, client communications, reporting needs, and event-related communication support
Serve as a direct fund contact and liaison for assigned Alternative fund clients’ operational matters
Maintain periodic contact with shareholders, fund families, and internal partners regarding account-related and event-related matters
Partner with transfer agent teams to support communication coverage, procedure updates, inquiry resolution, and completion of priority items during peak periods
Perform other duties as required and assigned

Requirements

What you’ll need

Bachelor’s degree in business administration, communications, finance, or a related field
5+ years of experience in client services, transfer agent operations, communications, financial operations, or a related field
Experience within the financial services industry
Experience supporting Alternative Investment products preferred
Series 6 or 7 license is an asset
Knowledge of operational standards, SEC, AML, IRS, fund governing document, prospectus, subscription document, tender offer, and capital call requirements
Knowledge of client communication standards, relationship management practices, inquiry management, issue resolution, and escalation support
Knowledge of Alternative investment products, including REITs, BDCs, CEFs, interval funds, tender offer funds, and other registered or private Alternative products
Knowledge of Transfer Agent operations related to Alternative fund closes, repurchases, tenders, capital calls, warehoused activity, reconciliations, shareholder servicing, and client communications
General Transfer Agent operations knowledge
Proficiency with Microsoft Office Suite and Adobe Acrobat
Leadership, coaching, training, delegation, analytical, organizational, follow-up, and relationship-building skills
Strong multitasking and critical-thinking skills
Ability to troubleshoot complex communication and servicing issues
Clear and concise written and oral communication skills
Ability to establish and develop effective working relationships with associates, clients, and business partners
Ability to modify priorities and deadlines in response to changing conditions or unexpected obstacles
Ability to sit and stand regularly, occasionally lift and/or move up to 10 lbs., and meet specific vision requirements

Benefits

Comp & perks

Occasional travel (approximately 10% or less) may be required
Reasonable accommodation may be made to enable associates to perform the essential functions
Opportunities to mentor, coach, train, and support team members
Potential overtime or work beyond the normal workday/work week as business needs arise