Senior Client Service Associate

Job Title: Senior Client Service Associate / Executive AssistantLocation: Remote (LATAM)Work Schedule: Full-TimeSalary: $2,500 – $3,500 USD/monthAbout 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 access alpha.Position OverviewOur client is seeking a Senior Client Service Associate / Executive Assistant to act as the CEO’s right hand and oversee 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 lead 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 space.Key ResponsibilitiesClient Service Associate DutiesPrepare and process client documentation and transactionsManage client account maintenance and fund transfersGenerate billing reports and meeting materialsTroubleshoot client issues and manage inbound inquiriesSchedule meetings, manage calendars, and log detailed meeting notesCoordinate logistics for client-facing eventsAssociate Advisor SupportGather and organize financial client dataInput and model data in financial planning softwareCreate presentation materials and highlight strategic planning topicsAttend and take notes during client meetingsInternal Operations & Team CoordinationOversee employee onboarding, from IT setup to documentationPlan and execute internal meetings, including all-hands and leadership syncsDocument and enforce internal processes across HR, compliance, and vendorsIdentify, fix, and automate broken internal workflowsTechnology & AutomationBuild internal tools and automations using no-code platforms (e.g., Notion, Airtable, Zapier, Coda)Actively use AI tools (e.g., ChatGPT, Claude, Notion AI) to streamline tasks and manage knowledgeQualifications4–6+ years of experience in a fast-paced startup, investment firm, or tech companyPrior experience in financial services or working with advisors, auditors, or fund administratorsStrong written and verbal communication skillsExpert with Google Workspace (Docs, Sheets, Slides, Calendar)Highly organized, independent, and able to prioritize in high-pressure environmentsProficient in spreadsheets, calendar tools, and documenting workflowsDemonstrated problem-solving skills and a bias toward actionNice-to-HavesFamiliarity with CRMs (e.g., HubSpot, Affinity) for managing contacts or deal flowExperience creating internal or external content (e.g., newsletters, social posts, investor updates)Background in investor relations, fund operations, or legal/compliance supportWhy Join This OpportunityBe the CEO’s closest operational partner and help scale a next-gen investment platformGain exposure to high-level strategic decision-making in the hedge fund spaceOperate in a fast-paced, high-trust culture that values tech skills and efficiencyCollaborate with top-tier professionals in investing, engineering, and entrepreneurshipMake a meaningful impact from day one while working fully remotely in LATAM#LI-NC1

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