Fund Services Client Director

A Financial Services Firm based in Stamford, CT is seeking an experienced professional to join their team as a Fund Services Client Director.

Responsibilities

• Serve as a senior point of contact for clients, building strong relationships and resolving complex service issues.
• Translate fund structures, service agreements, and client requirements into clear procedures and guidance for internal teams.
• Lead client service teams, providing direction, coaching, and performance feedback.
• Coordinate across departments to ensure client priorities are understood and deliverables are completed on time.
• Identify opportunities to improve service quality, workflows, and client reporting.
• Partner with senior leadership on resource planning and complex operational matters.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 10+ years of fund accounting experience; CPA preferred.
• Strong knowledge of investment fund operations, including complex closes, waterfalls, and distributions.
• Experience leading and mentoring teams in a client service environment.
• Strong communication and relationship management skills, with the ability to resolve issues and align service delivery with client needs.

Reference No. 61481

$150,000 to $175,000 depending on experience