Client Services

TEAM OVERVIEW

KKR’s Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience.

We are 50+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the world – working across all asset classes, products, and geographies – to ensure that our clients have seamless and positive experiences with KKR’s products, services, and people. As such, we work closely with KKR’s Global Client Solutions (“KCS”), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams.

We are passionate about understanding our clients’ needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where very team member is encouraged to share ideas and contribute to our clients’ success.

POSITION SUMMARY

KKR’s Client Operations team seeks to recruit an experienced professional who is passionate about providing a high-quality client experience and enhancing data, processes, and technological solutions to join the Client Operations Team and assume responsibility for posting client materials to the KKR portal and sending client communications through Salesforce.  This role will be one of several identical roles in different geographical locations globally to ensure follow-the-sun posting and communications capabilities for the firm.  The responsibility is large and growing and is an opportunity to work in a cross-functional capacity with key stakeholders inside and external to KKR.

RESPONSIBILITIES/REQUIREMENTS

• As a critical member of a global team, manage the posting of internal and external client materials to the KKR Investor portal
• Adhere to strict processes for posting materials according to fund and client specifications, which often become quite complex
• Manage a high volume of material to post and ensure that it is formatted, named and tracked consistent with articulated procedures
• Monitor and curate firmwide posting and communications based on intake form and provide posting and communication status to key stakeholders
• Execute on daily client communications through Sales and Marketing Cloud by running and checking campaigns, utilizing templates, and managing ad-hoc mailings
• Work closely with Client Services leadership and team members to establish a global support/processing model
• Collaborate with other groups to centralize processing and establish clear protocols for document management
• When needed, execute on timely and tightly coordinated communication plans
• Work with internal departments on bespoke situations as well as internal management and controls

CRITICAL COMPETENCIES FOR SUCCESS

• Bachelor’s degree with a strong academic record from an accredited college or university
• Two years of relevant experience, preferably working in financial communications
• Experience with portal environments and Salesforce, including creating emails and sending campaigns through Salesforce Marketing Cloud
• Experience working in a collaborative, cross-functional environment
• Ability to manage high volume of daily email sends and fast turnaround times
• Demonstrated commitment to providing best-in-class service
• Motivated self-starter who will own all operational aspects of the required processes
• Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
• Extremely high attention to detail and accountability
• Ability to maintain impeccable records both within and outside of systems
• Highly organized with exceptional attention to detail and excellent follow-through
• Grace under pressure, a strong work ethic, service mentality and a positive attitude
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues
• Ability to identify, escalate, and resolve problems/issues

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