Vice President, Client Services

Primary Responsibilities

• Responsible for overall execution of investor communication
• Coordinate with members of the Investor Relations, Legal and Accounting teams to provide timely responses to investor and prospective investor inquiries, relating to various topics such as fund administration, tax, and compliance
• Responsible for new client onboarding, coordination of all documentation, setting up reporting requirements and updating of all contact information and distribution lists
• Manage documentation for all inflows/outflows across OHA products including directly iterating with investors on any documentation deficiencies
• Coordinate with third party administrators to process subscriptions and redemptions and handle AML/KYC and other investor issues
• Coordinate with members of the Investor Relations and Treasury teams to process updates to wire instructions and authorized signatory lists
• Coordinate with outside counsel as well as Legal and Accounting departments to implement and document all transfer requests
• Manage incoming cash process to ensure funds are reviewed and cleared in a timely manner
• Play active role in development and maintenance of investor database
• Support other key group client coverage initiatives including annual investor conference

In-Office Requirement

• Employees are required to follow the in-office work schedule.
• Currently, OHA's [ XX Department] team in Fort Worth follows a hybrid model where employees work in-office Tuesday through Thursday.
• Employees have the flexibility to work remotely on Mondays and Fridays.
• This schedule is subject to change based on organizational needs and policies.

Qualifications

• Bachelor's degree with proven academic success
• 7-10 years of client service experience at an investment firm preferred
• Strong analytical and organizational skills; excellent oral and written communication skills
• Extremely detail oriented, organized, accurate and thorough
• Strong work ethic and proactive, team-oriented attitude; strive to contribute and improve efficiencies
• Proven ability to manage a large volume of work in a fast paced, high energy environment
• Advanced knowledge of Microsoft Office software: Word, Excel, PowerPoint, Office, Adobe Acrobat preferred
• Experience with Salesforce CRM system preferred

Benefits

We invest in our people through a wide range of programs and benefits offerings, including:

• Competitive total compensation and generous retirement plan contributions
• Health and Welfare benefits (medical, dental, vision, life and disability)
• Tax-efficient vehicles to cover out-of-pocket health care costs, commuting expenses and dependent care expenses
• Wellness programs (fitness reimbursement, Employee Assistance Program)
• Access to discounted voluntary benefits that provide supplemental coverage for a variety of situation