Manager – Funds Client Services & Support (Dealer Services)

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 accounts
+ Drive day-to-day client interactions: providing documentation for account transfers, required minimum distributions, exchanges and eligibility requirements for the Fund’s different share class offerings
+ Draft and coordinate client communications
+ Develop 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
+ Provide sup...