Dec 05, 2023
Director - Client Services, US Fund Administration Remote-United States Based Monday to Friday 9:00 a.m. to 6:00 p.m. Eastern Time Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need. Some of the things you will be doing: Manage client relationships including onboarding new clients, review of fund documents, fund set up, and renewals of existing client engagements Understand clients’ business to identify opportunities for additional fund services and cross selling of other CSC products Review accounting records, financial statements, and support schedules, including waterfall calculations (GAAP & OCBOA) Review SBA compliance reporting, including SBA Form 468 Review capital call & distribution calculations and letters Assist as needed with internal teams with all client deliverables Ensure that best practices are used by client service team and look...
CSC
West Orange, NJ, USA