Client Services Associate @ TCW
Your Application Journey
Email Hiring Manager
Job Details
Position Summary
The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. The role involves managing client inquiries, preparing investor materials, overseeing operational activities, and supporting marketing and fundraising efforts for TCW’s private funds.
Essential Duties
Serve as the primary contact for clients and consultants; respond to inquiries promptly; prepare and deliver investor materials including marketing presentations, performance reports, and data analysis; manage administrative tasks such as account onboarding, transactions, and reporting; coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal) to resolve issues; liaise with fund partners and administrators to support client orders; assist with marketing and fundraising cycles; support due diligence processes and manage investor data rooms; and identify process improvements.
Required Qualifications
Bachelor’s degree with a minimum of 3 years’ experience in the finance industry, emphasizing client service or operations. Strong knowledge of capital markets and alternative investments. Proficiency in Microsoft Office Suite with advanced Excel skills is necessary. Excellent analytical, problem-solving, communication, and project management abilities, along with high attention to detail and strong organizational skills.
Professional Skills & Desired Qualifications
Must be proactive, self-motivated, and a team player with a passion for providing top-notch client service. Desired qualifications include Series 7 and 63 certifications, prior experience in alternative investments client service, investor relations, fundraising, and familiarity with alternative investment platforms or CRM systems.
Work Arrangement & Compensation
Candidates are required to work from a TCW office a minimum of four days per week with flexibility for one remote day, dependent on business needs. Estimated base salary for CA & NY based positions is between $80k and $95k with eligibility for an annual discretionary bonus, plus a comprehensive benefits package.
Key Skills/Competency
- Client Service
- Alternative Investments
- Operations
- Investor Relations
- Marketing
- Fundraising
- Reporting
- Data Analysis
- Excel
- Project Management
How to Get Hired at TCW
🎯 Tips for Getting Hired
- Customize your resume: Highlight client service and finance skills.
- Research TCW: Understand their alternative investment products and culture.
- Tailor your cover letter: Emphasize operational and analytical expertise.
- Practice technical questions: Focus on Excel and capital markets basics.
- Prepare examples: Demonstrate experience in client management.