Client & Onboarding Investor Services Specialist

Standish Management, LLC; San Francisco (CA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401K

Flexible vacation

Sick time

Year-end office closure

Job summary

Standish Management, LLC in San Francisco seeks an Investor Services Specialist to engage with clients and investors, support onboarding, and work with engagement teams to ensure excellent service and timely reporting. The role focuses on handling investor portal access, AML reporting, financial and tax reporting, capital call tracking, and supporting audit preparations, with a collaborative, detail‑oriented mindset.

Bachelor's degree required; strong communication and teamwork skills essential.

Qualifications

• Bachelor's degree required.
• Experience in a client-oriented office environment preferred.
• Proficiency with Microsoft Office applications, especially Excel and Outlook.
• Detail-oriented, energetic self-starter who can think creatively.
• Strong teamwork and ability to handle competing priorities and deadlines.
• Excellent interpersonal communication with senior personnel.

Responsibilities

• Respond to client and investor requests including granting access to investor portal, updating investor information, onboarding, and answering financial information questions.
• Assist with ad-hoc projects like financial and tax reporting, capital call and distribution tracking, and wire preparation.
• Compile and organize investor CRM information with updated client details.
• Coordinate with technology team to set up client portals; run AML reports and update AML database as needed.
• Provide general administrative support to engagement and onboarding teams by generating reports and updating systems.
• Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
• Engage in project management of deadlines and client requests.

Skills

Client service

Communication

Teamwork

Multitasking

Attention to detail

Self-starter

Education

Bachelor's Degree

Tools

Excel

Outlook

Microsoft Office

Job description

Standish Management, LLC in San Francisco seeks an Investor Services Specialist to engage with clients and investors, support onboarding, and work with engagement teams to ensure excellent service and timely reporting. The role focuses on handling investor portal access, AML reporting, financial and tax reporting, capital call tracking, and supporting audit preparations, with a collaborative, detail‑oriented mindset.

Bachelor's degree required; strong communication and teamwork skills essential.