Build knowledge of our evolving software and the real estate private equity industry.
Use Juniper Square software to support our fund administration and investor services customers.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Support customers during their fundraising process by understanding customer goals and timelines, articulating the value of Juniper Square software and processes.
Monitor customer health and provide feedback to internal teams.
Balance fulfilling customer requests with adherence to our scope of work and SLAs
Manage treasury related activities such as logging LP contributions and handling payments for customers.
Investigate payment breaks and chargebacks; coordinate with bank partners to resolve exception items and ad-hoc requests.
Identify and flag areas of improvement including operational controls, to team leads and/or managers
Requirements
1+ years experience in fund administration or investor services related roles
High level of integrity and desire to consistently do the right thing for our customers and for the business
Strong written and verbal communication skills
Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions
Highly flexible and adaptable to change; ability to handle multiple projects at once while staying close to the details
You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!
Benefits
Competitive salary and meaningful equity
Health, dental, and vision care for you and your family
Flex Time Off in addition to company paid holidays
Generous paid family leave, medical leave, and bereavement leave policies
401k retirement savings plan
Healthcare FSA and commuter benefits programs
Freedom to customize your work and technology setup as you see fit
Professional development stipend
Monthly work from home wellness stipend while we're all remote
Mental wellness coverage including live coaching and therapy sessions