trinitypeg

Client Relations Coordinator

trinitypeg

5 months ago
Southlake, TX
Onsite
Full Time
Junior
0 applicants
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About this role

The Client Relations Coordinator at Trinity Investors is responsible for managing investor onboarding, database management, communication with investors, and supporting the investment process in the private equity sector. The role provides hands-on experience in alternative assets and private equity operations.

Skills

Qualifications

Bachelor's degree in Business, Finance, Marketing, Communications
trinitypeg

About trinitypeg

trinity-pm.com

Trinity PM is a project management platform designed to help teams plan, execute, and track work across projects and programs. It offers intuitive task management, scheduling with Gantt views, resource planning, time tracking, and comprehensive reporting to provide real-time visibility. The solution emphasizes collaboration and integrations, providing APIs and connectors to popular tools to streamline workflows. Targeted at mid-market and enterprise teams, Trinity PM aims to deliver scalable governance, portfolio oversight, and measurable project outcomes.

About trinitypeg

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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