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Client Services Analyst - Private Equity Firm in NYC

Coda Search

Coda Search

IT, Customer Service
New York, NY, USA · New York, NY, USA · Remote
Posted on Jun 11, 2025

Our client, a leading private equity firm in Midtown NYC, is looking to add an Analyst to their growing Client Services team. This person will be responsible for transfer agency oversight, operational work, investor servicing, and account opening.

Requirements:

  • Excellent communicator & ability to build and maintain relationships both internally and externally
  • Experience working in a team environment & building positive relationships
  • Strong attention to detail
  • Excellent Excel skills
  • Maintain strong interpersonal and customer service skills