Oaktree is a leader among global investment managers specializing in alternative investments. As of September 30, 2019, firm AUM was $121.9 billion. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide.
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Scope and Responsibilities
The Client Services department at Oaktree is responsible for delivering excellence in responding to client requests that come into the firm either via clients directly or through their Oaktree client services or marketing representatives. This client services administrator will serve as a central point of contact for managing client inquiries by responding directly to clients and interfacing with departments throughout the firm, when necessary.
Manage ad-hoc and routine client administrative requests, including tax requests, transfers, contact updates, recurring report distribution, add-on contribution requests, redemption requests, name change requests, cash flow history requests, audit confirmations, web access requests, etc.
Liaise with the relevant person/team to provide timely responses to client inquiries, as necessary;
Prepare and process regular and ad-hoc client communications, including preparing, conducting QA and sending email communications related to reporting and partner activity;
Partner with our offshore business process outsourcing team to facilitate new requests and review outputs;
Review, track and maintain sensitive documents; follow up to obtain information and approvals related to tax solicitations as necessary;
Assist with operational enhancements within the team; and
Support the Client Services and Marketing Representatives with client requests when required.
Minimum 4 years relevant experience, preferably in financial services;
Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
Strong working knowledge of Microsoft Office and CRM system such as Salesforce;
Highly resourceful; ability to exercise superior judgment regarding investor requests;
Ability to interact with internal and external clients; and
Strong communication skills (written and verbal).
Superior organizational skills with strong attention-to-detail;
Excellent interpersonal, verbal and written communication skills;
Self-starter with a proven ability to take initiative;
Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
Team-oriented with strong integrity and professionalism.
Bachelors degree required.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.
This policy applies to all Oaktree applicants, employees, clients, and contractors.Posted 3 Days AgoFull time2019-66
At Oaktree, we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support and other relevant areas.