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