Client Services Associate

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Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market ("LMM") comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM.

Star Mountain’s track record, business model, growth trajectory and award‑winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long‑term alignment of interest with 100% of U.S. employees participating in investment profits. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals.

Star Mountain values team players with positive, solutions‑based attitudes complemented by a strong work ethic and is heavily committed to long‑term training and career development. Star Mountain is employee‑owned with material long‑term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full‑time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.

We are seeking a highly professional Client Services Associate to work as part of our Investor Relations team to support our growing investor base. In this role, you will be one of the primary points of contact for our valued investors. You will be responsible for managing all post-transaction activities, ensuring seamless and prompt communication, and fostering strong relationships with our investor base.

• Manage the execution of subscription agreements, capital call notifications, transfer documentation.
• Facilitate collection and verification of required investor documents.
• Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing.
• Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email.
• Address investor inquiries via email or phone.
• Address investor concerns and feedback, providing clear explanations in a professional manner.
• Gather relevant information from internal teams to efficiently resolve investor issues.
• Track all investor documents and transactions in a secure and organized manner.
• Participate in investor events and specific meetings to strengthen existing relationships and develop new ones.
• Proactively communicate information and updates to investors to keep them informed and engaged.
• Work with team on periodic outreach to understand investor needs and expectations.

• Bachelor’s Degree preferred
• 4 years of experience preferably working in financial services, investment management, investment banking, private equity or other professional setting.
• Strong sense of ownership and pride in work, firm, and culture.
• Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software.
• Positive attitude towards work and team.
• Exceptional communication skills, both written and verbal.
• Exceptional focus on client services and interpersonal relationship building.
• Ability to time manage and think critically about priorities given competing deadlines.
• Ability to work independently.
• Open and receptive to feedback, suggestion and criticism.
• Required to be physically present in the office 5 days a week.

Location: Tampa, FL

Timing: Immediate

The exact salary will be determined based on the…