Client Services

Client Services 2018-05-22T15:39:21+00:00

At Gemini, investing in our clients’ success is at the core of our business philosophy. Our investment begins during our initial product development conversation with you, during which we will assess your specific needs and requirements in order to design a customized relationship service model that can serve you throughout your entire lifecycle as a Gemini client.

Gemini is dedicated to forging strong relationships through excellent customer service, while also serving as a knowledgeable resource and consultant to our clients for fund launches, conversions, and distribution. Our culture of service and accountability allows us to optimize marketing efforts across distribution and industry opportunities.

As a new client, you will initially work with our advisor services team, which includes fund launch specialists. You will be assigned a project manager who will guide you through the onboarding or conversion process and coordinate your connectivity and engagement with third party service providers (custodians, prime brokerage firms, and distributors) and your core Gemini service teams, such as fund administration and fund accounting. Lastly, your dedicated relationship manager will serve as your point of contact for the overall relationship after your new product launch.

Gemini seeks to build a lasting and productive relationship with you by thoroughly understanding your needs and being attentive to even the smallest details. Specifically, your implementation and relationship managers serve you in the following capacity:

New Fund Onboarding

  • Act as a central point of contact between multiple operational teams, outside counsel, and third-party service partners, such as custodians, prime brokerage firms, and distributors

  • Guide you through the onboarding process for new funds, conversions, or share class creation; create a customized written project schedule, set expectations, coordinate all communication and tasks, and establish accountability

  • Provide guidance on all requirements along your fund launch or conversion

  • Coordinate communication and collaboration of ongoing projects among our operational teams, outside counsel, and third-party service providers on your behalf

Ongoing Relationship Management

  • Act as day-to-day point of contacts who liaise across service units

  • Coordinate timely issue resolution

  • Obtain in-depth knowledge of your strategy, funds, sales team, goals, marketing resources, status in the distribution growth cycle, and target markets

  • Provide industry insight

  • Consult with you on an ongoing basis to proactively provide ideas for process improvements and to share new products and service enhancements