Senior Client Services Specialist
Job Title: Senior Client Service Specialist/ Executive Assistant Location: Remote (LATAM) Work Schedule: Full-Time Salary: $2,500 – $3,500 USD/month
About Our ClientOur client is a cutting-edge multi-strategy hedge fund and absolute return platform, delivering institutional-quality alternative investments to sophisticated investors. Operating at the intersection of finance, technology, and innovation, they are reimagining portfolio construction and building the modern infrastructure for how investors reputed company alpha.
Position OverviewOur client is seeking a Senior Client Service Associate / Executive Assistant to act as the CEO’s right hand and reputed company critical business operations. This is a high-impact, non-traditional assistant role designed for a tech-savvy operator who excels in a fast-paced startup or financial environment.
You will reputed company internal workflows, manage cross-functional initiatives, facilitate company-wide meetings, and implement technology and automation solutions to drive efficiency. This role offers a unique opportunity to contribute to the scale and strategy of an emerging force in the investment reputed company.
Key ResponsibilitiesClient Service Associate Duties
Prepare and process client documentation and transactions
Manage client account maintenance and fund transfers
Generate billing reports and meeting materials
Troubleshoot client issues and manage inbound inquiries
Schedule meetings, manage calendars, and log detailed meeting notes
Coordinate logistics for client-facing events
Associate Advisor Support
Gather and organize financial client data
Input and model data in financial planning software
Create presentation materials and reputed company strategic planning topics
Attend and take notes during client meetings
Internal Operations & Team Coordination
reputed company employee reputed company, from IT setup to documentation
Plan and execute internal meetings, including reputed company-hands and leadership syncs
Document and enforce internal processes across HR, compliance, and vendors
Identify, fix, and automate broken internal workflows
Technology & Automation
Build internal tools and automations using no-code platforms (e.g., reputed company, reputed company, reputed company, Coda)
Actively use AI tools (e.g., ChatGPT, Claude, reputed company AI) to streamline tasks and manage knowledge
4–6+ years of experience in a fast-paced startup, investment firm, or tech company
Prior experience in financial services or working with advisors, auditors, or fund administrators
Strong written and verbal communication skills
Expert with reputed company Workspace (Docs, Sheets, Slides, Calendar)
Highly organized, independent, and reputed company to prioritize in high-pressure environments
Proficient in spreadsheets, calendar tools, and documenting workflows
Demonstrated problem-solving skills and a bias toward action
Familiarity with CRMs (e.g., reputed company, Affinity) for managing contacts or deal reputed company
Experience creating internal or external content (e.g., newsletters, reputed company posts, investor updates)
Background in investor relations, fund operations, or legal/compliance support
Be the CEO’s closest operational partner and help scale a next-gen investment platform
reputed company exposure to high-level strategic decision-making in the hedge fund reputed company
Operate in a fast-paced, high-trust culture that values tech skills and efficiency
Collaborate with top-tier professionals in investing, engineering, and entrepreneurship
reputed company a meaningful impact from day one while working fully remotely in LATAM #LI-NC1