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-powere...