Participation in Client Service chats · Take the lead on owning follow-up verbal calls initiated through the CS chat groups · As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments · Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds · Follow processes and procedures to ensure communication with clients and third parties is efficient and current · Special projects assigned as needed · Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors · Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs · Perform other duties as assigned . JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications.