Client Operations Specialist

This role is for one of our clientsIndustry: Human Resources ServicesSeniority level: Mid-Senior levelMin Experience: 8 yearsLocation: BengaluruJobType: full-timeWe are seeking an experienced professional to support client lifecycle operations and relationship management within the alternative investment space. This role will focus on delivering exceptional service to institutional and high-net-worth investors across hedge funds, private equity, and mutual fund structures. The ideal candidate brings deep operational expertise, excellent client engagement skills, and the ability to manage complex financial transactions with precision and compliance.

What You’ll Be Responsible For

Serve as the key operational contact for investors, ensuring proactive communication and timely resolution of queries.Manage full client onboarding processes including account setup, due diligence, documentation, and KYC validation.Oversee transaction workflows such as subscriptions, redemptions, capital calls, distributions, transfers, and conversions.Ensure accurate maintenance of investor records and support operational reporting activities.Collaborate with fund administration, compliance, and product teams to deliver seamless execution across the investment lifecycle.Produce investor reports, statements, confirmations, and disclosures in accordance with regulatory and internal standards.Troubleshoot complex operational issues, escalating decisions when needed to maintain service quality.Strengthen client relationships through high-touch engagement and ownership of operational deliverables.

What You Bring

Experience working with hedge funds, private equity funds, mutual funds, or other alternative investment vehicles.Hands-on experience across investor onboarding, transaction processing, and investor reporting.Strong understanding of fund operations, transfer agency processes, and asset servicing workflows.Excellent communication and client-handling skills, capable of managing external stakeholders independently.High attention to detail, strong documentation discipline, and ability to multitask in fast-paced environments.Problem-solving mindset with commitment to operational accuracy and compliance standards.

Preferred Qualifications

Exposure to additional asset classes such as real estate funds, venture capital, or fund-of-funds.Experience drafting operational reports, summaries, or investor documentation.Familiarity with account opening, AML/KYC, and regulatory requirements.

Core Skills

Client Operations | Alternative Investments | Hedge Funds | Private Equity | Mutual Funds | Transaction Processing | Relationship Management | Transfer Agency | Reporting & Documentation | Compliance AwarenessWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.