Oaktree Capital Management

  • Client Services Associate

    Job Locations US-NY-New York
    Job ID
    2018-1617
    Job Department
    Client Relations
  • Company Overview

    Oaktree is a leader among global investment managers specializing in alternative investments, with $122 billion in assets under management as of June 30, 2018. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 900 employees and offices in 18 cities worldwide.

     

    For additional information, please visit our website at www.oaktreecapital.com.

    Responsibilities

    The Client Services department at Oaktree is responsible for delivering excellence in responding to client requests that come into the firm either via clients directly or through their Oaktree client services or marketing representatives. This client services administrator (CSA) will serve as a central point of contact for managing client inquiries by responding directly to clients and interfacing with departments throughout the firm, when necessary. Specific responsibilities include:

    • Manage ad-hoc and routine client administrative requests, including tax requests, transfers, contact updates, recurring report distribution, add-on contribution requests, redemption requests, name change requests, cash flow history requests, audit confirmations, web access requests, etc.;
    • Liaise with the relevant person/team to provide timely responses to client inquiries, as necessary;
    • Process complex client account and contact information changes in Salesforce and other internal systems;
    • Prepare and process regular and ad-hoc client communications, including preparing, conducting QA and sending email communications related to reporting and partner activity; 
    • Partner with our offshore business process outsourcing team to facilitate new requests and review outputs;
    • Review, track and maintain sensitive documents; follow up to obtain information and approvals related to tax solicitations as necessary;
    • Assist with operational enhancements within the team; and
    • Support the Client Services and Marketing Representatives with client requests when required.

    Qualifications

    • Minimum 4 years relevant experience, preferably in financial services;
    • Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
    • Strong working knowledge of Microsoft Office and CRM system such as Salesforce;
    • Highly resourceful; ability to exercise superior judgment regarding investor requests;
    • Ability to interact with internal and external clients; and
    • Strong communication skills (written and verbal).

    Personal Attributes

    • Superior organizational skills with strong attention-to-detail;
    • Excellent interpersonal, verbal and written communication skills;
    • Self-starter with a proven ability to take initiative;
    • Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
    • Team-oriented with strong integrity and professionalism.

    Education

    Bachelor’s degree is required.

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