Customer Success Associate

Help protect clients and the firm by strengthening investor due diligence for alternative funds. You’ll partner across teams to deliver timely, accurate onboarding and refresh outcomes with a consistent risk and control mindset. You’ll contribute to process improvements and reporting that support a strong program and a positive client experience.

As a/an Customer Success Associate Investor AML/KYC onboarding and refresh (Alternative funds) in the Alternative funds services team, you will support investor onboarding and periodic refresh casework for alternative funds by applying anti-money laundering (AML) and know-your-customer (KYC) requirements and identifying control considerations that improve outcomes. You’ll partner with stakeholders to deliver high-quality results on time and help strengthen processes, reporting, and risk controls across the program.

Job responsibilities

• Manage incoming case requests and deliver timely, accurate responses aligned to AML/KYC regulatory requirements and internal policies for investor onboarding and periodic refresh related to alternative funds

• Identify potential control or compliance issues and provide appropriate escalation and recommendations to support decision-making

• Produce standard and ad hoc reporting and presentation materials that support AML/KYC initiatives and management routines

• Support the design, implementation, review, and reporting of AML/KYC projects and initiatives that strengthen the investor due diligence program

• Develop and implement solutions (process, controls, and/or systems) to address identified gaps and support transition to business-as-usual execution

• Execute assigned deliverables with attention to quality and timeliness, escalating risks and issues and recommending mitigants as needed

• Maintain up-to-date knowledge of AML/KYC requirements and risk and control principles; apply relevant standards and best practices consistently

Required qualifications, capabilities and skills

• Bachelor’s degree or equivalent relevant experience

• Minimum 3 years of experience in financial services (controls, audit, quality assurance, operational risk management, and/or AML/KYC), including experience supporting investor onboarding and periodic refresh for alternative funds (e.g., hedge funds and private equity funds)

• Demonstrated ability to perform analytical review and root-cause assessment across AML/KYC, compliance, and risk topics

• Demonstrated ability to exercise sound judgment, raise concerns, and provide constructive challenge when appropriate

• Ability to communicate clearly in writing and verbally with stakeholders at different levels

• Ability to manage multiple concurrent requests or projects in a fast-paced environment while meeting deadlines

• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Preferred qualifications, capabilities and skills

• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

• Preferably direct transfer agency and alternative fund servicing experience

• AML/KYC regulatory experience and investor onboarding experience