As the Manager of the Dealer Services team, the primary responsibilities include providing operational and client servicing support to the Fund’s intermediary partners and retail clients and the oversight of the Fund’s external transfer agent provider.
Client Support
Manage trading across omnibus versus direct accounts (broker-dealers, RIAs, retirement platforms)Oversee call center/investor inquiries, statements, etc for 65k direct accountsDrive day-to-day client interactions: providing documentation for account transfers, required minimum distributions, exchanges and eligibility requirements for the Fund’s different share class offeringsDraft and coordinate client communicationsDevelop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver superior client experience<...