Senior Client Service Associate with Equi

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

Nice-to-Haves

• 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

Why Join This Opportunity

• 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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