Wilshire’s Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. The role works across asset classes, spanning both public and private markets, with a primary focus on wealth and retirement channels. Responsibilities include coordinating with internal stakeholders, managing client activities, staying informed about market trends and providing thought leadership, and advocating for clients within the organization. The Client Solutions team also supports underlying investors in Wilshire’s alternatives products across hedge funds and private markets. Client reporting and deliverables often requires the ability to parse large data sets and deep analytical skills.What you’ll do:Act as the primary point of contact for assigned clients, ensuring their needs are understood and addressed in a timely mannerFoster strong relationships with clients by demonstrating a deep understanding of their investment objectives, preferences, and expectationsRetain and grow client assets by providing excellent service and offering solutions tailored to their individual needs and goalsServe as the liaison between internal departments and clients, ensuring seamless communication and collaborationParticipate as necessary in fund launches or restructuringsCoordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracyBe knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to complyManage client on-boarding, initiating KYC and following through to ensure documents are processed in a timely mannerAssist with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investorsStay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunitiesPrepare investor specific reporting on performance, correlations, fees, percentage ownership of underlying positions, etc.Promote a client-centric culture within the organization by sharing client insights, feedback, and success stories with internal teams and stakeholders
