Senior Client Service Associate

Job Title: Senior Client Service Associate / Executive Assistant
Location: Remote (LATAM)
Work Schedule: Full-Time
Salary: $2,500 – $3,500 USD/month

About Our Client

Our client is a cutting-edge multi-strategy hedge fund and absolute return platform, delivering institutional-quality alternative investments to sophisticated investors. Operating at the intersection of finance, technology, and innovation, they are reimagining portfolio construction and building the modern infrastructure for how investors access alpha.

Position Overview

Our client is seeking a Senior Client Service Associate / Executive Assistant to act as the CEO’s right hand and oversee critical business operations. This is a high-impact, non-traditional assistant role designed for a tech-savvy operator who excels in a fast-paced startup or financial environment.

You will lead internal workflows, manage cross-functional initiatives, facilitate company-wide meetings, and implement technology and automation solutions to drive efficiency. This role offers a unique opportunity to contribute to the scale and strategy of an emerging force in the investment space.

Key Responsibilities

Client Service Associate Duties

Prepare and process client documentation and transactions

Manage client account maintenance and fund transfers

Generate billing reports and meeting materials

Troubleshoot client issues and manage inbound inquiries

Schedule meetings, manage calendars, and log detailed meeting notes

Coordinate logistics for client-facing events

Associate Advisor Support

Gather and organize financial client data

Input and model data in financial planning software

Create presentation materials and highlight strategic planning topics

Attend and take notes during client meetings

Internal Operations & Team Coordination

Oversee employee onboarding, from IT setup to documentation

Plan and execute internal meetings, including all-hands and leadership syncs

Document and enforce internal processes across HR, compliance, and vendors

Identify, fix, and automate broken internal workflows

Technology & Automation

Build internal tools and automations using no-code platforms (e.g., Notion, Airtable, Zapier, Coda)

Actively use AI tools (e.g., ChatGPT, Claude, Notion AI) to streamline tasks and manage knowledge

Qualifications

• 4–6+ years of experience in a fast-paced startup, investment firm, or tech company

  Prior experience in financial services or working with advisors, auditors, or fund administrators

  Strong written and verbal communication skills

  Expert with Google Workspace (Docs, Sheets, Slides, Calendar)

  Highly organized, independent, and able to prioritize in high-pressure environments

  Proficient in spreadsheets, calendar tools, and documenting workflows

  Demonstrated problem-solving skills and a bias toward action

• Familiarity with CRMs (e.g., HubSpot, Affinity) for managing contacts or deal flow

  Experience creating internal or external content (e.g., newsletters, social posts, investor updates)

  Background in investor relations, fund operations, or legal/compliance support

• Be the CEO’s closest operational partner and help scale a next-gen investment platform

  Gain exposure to high-level strategic decision-making in the hedge fund space

  Operate in a fast-paced, high-trust culture that values tech skills and efficiency

  Collaborate with top-tier professionals in investing, engineering, and entrepreneurship

  Make a meaningful impact from day one while working fully remotely in LATAM
  
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