Ultimus Fund Solutions
The Client Services Manager Alternative Funds serves as a senior liaison for fund families and internal stakeholders, handling complex inquiries, overseeing communication strategies, and ensuring high client satisfaction for alternative fund transfer agent services. The role involves coordinating with multiple departments, leading escalated issue resolution, and contributing to process improvements across transfer agent operations.
Headquarters
Cincinnati, Ohio, United States
Company Size
501-1000 employees
Founded
1999
Ultimus Fund Solutions is a fund services firm that combines institutional-strength operational infrastructure with boutique, client-focused service. They offer fund administration, transfer agency and shareholder services, fund accounting and NAV calculation, middle-/back-office outsourcing, and regulatory/compliance reporting for mutual funds, ETFs, hedge funds and other pooled vehicles. Ultimus emphasizes scalable technology and operational expertise to deliver customized, turnkey solutions and hands‑on relationship management for asset managers, RIAs, broker‑dealers and other financial intermediaries.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Ultimus Fund Solutions.
Ultimus Fund Solutions didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
Investment Funds Associate Attorney
JobFormance
Senior Alternative Investment Operations Specialist
Raymond James
Investment Funds Associate Attorney
株式会社テクノロジーズ
Investment Funds Associate Attorney
Synergistic-Designs, LLC
Investment Funds Associate Attorney
Modern Machining Solutions
Mutual Fund Relationship Manager 3
U.S. Bank