Client Delivery Team Lead - Chicago Illinois

Company: VirtualVocations
Location: Chicago, Illinois
Posted On: 01/22/2025

A company is looking for a Client Delivery Team Lead - Assistant Vice President (Private Investment Desk).



Key Responsibilities

Manage a team of Analysts and Associates, providing operational support and coaching on client issues
Liaise with various stakeholders regarding private investment tasks and assess capital call activity
Document policies, implement process improvements, and develop client relationships through onboarding and support


Required Qualifications

5-7+ years of client service experience in the financial industry
Experience managing a team and providing developmental feedback
Strong understanding of financial instruments and alternative investment lifecycles
Proficiency in technology and software tools, particularly MS Excel and PowerPoint
Ability to thrive in a fast-paced environment and manage complex situations More...

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