Client Operations, Associate


Date: Mar 15, 2023

Location: Richmond, VA, US

Company: New York Life Insurance Co


Location Designation: Hybrid 



Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $39 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.


The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients.  This position will work closely with individuals across the organization and process client transactions correctly and within tight time constraints.



  • Communicate directly with clients regarding their accounts and questions they may have by providing timely and accurate responses.
  • Work with incoming clients to process legal and compliance documentation in line with industry regulations under time sensitive constraints.
  • Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
  • Assist in sending regular/standardized outbound emails to investors out of email system using templates (LP invitations, closing notifications, fundraising updates, etc.)



  • Bachelor’s degree in Finance, Math or related field 
  • 2 - 3 year of experience in client/customer response role required
  • Strong Excel, Word, Power Point and demonstrated data management skills required
  • Strong work ethic; ability to multi-task and work within a team environment 
  • Has experience with new procedure and system implementation
  • Exceptional organizational skills and attention to detail
    • Strong verbal and written communication skills
  • Prior alternative investment experience preferred but not required






Salary range: $75,000 - $82,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

 Job Requisition ID: 88648






Nearest Major Market: Richmond

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