Partner – Client Services Manager - A16z Perennial

Partner – Client Services Manager – A16z Perennial

6+ years of experience in client services/operations for a private bank, RIA, or single family office
Bachelor’s degree required; graduate degree or Professional Certificate (CPA, CFA, etc.) a plus
Have a tech-forward mindset and be excited to leverage technology in building scalable processes
Demonstrated experience and understanding of wealth management and financial reporting
Extensive experience with portfolio management software, CRM/Salesforce, Google docs, and custodial platform tools
Experience in developing, documenting, and implementing operations and workflows
Strong problem-solving and interpersonal skills, including the ability to explain complex topics in simple terms
Excellent written and verbal communication skills
Low ego, high empathy, and the capacity to collaborate effectively with diverse teams

Implement and improve the day-to-day processes associated with best-in-class client operations such as managing an air tight client treasury program
Own the lifecycle of investment operations for the given set of clients, from document completion to coordinating with the firms and investment managers
Serve as the interface with external service providers including private banking, legal, and accounting relationships on behalf of the clients, ensuring smooth day-to-day functions
Develop and maintain robust data practices from cost basis tracking to document transfer and storage
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving
Active management of client relationships developing a deep understanding of client preferences to ensure a white-glove experience
Set up complex client accounts, such as PALs and SMAs, both at the custodian, ensuring data integrity and accuracy
Ideate on and contribute to growth and change across a rapidly developing organization