Client Relations & Onboarding Specialist — Hybrid

Standish Management UK; Seattle (WA); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision coverage

401K eligibility after 3 months

Flexible Vacation Plan

Job summary

Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks.

The ideal candidate should have a Bachelor's Degree, experience in a client-oriented environment, and proficiency in Microsoft Office, especially Excel. The role offers a hybrid work environment, comprehensive benefits, and an annual salary range of $52,000-$62,000.

Qualifications

• Experience in a client-oriented office environment, preferably in a related industry.
• Detail-oriented, conscientious, and energetic self-starter.
• Proven ability to manage competing priorities and deadlines.

Responsibilities

• Respond to client and investor requests.
• Assist with new investor onboarding.
• Compile and organize investor CRM information.

Skills

Client-oriented environment experience

Proficiency in Microsoft Excel

Excellent interpersonal communication

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks.

The ideal candidate should have a Bachelor's Degree, experience in a client-oriented environment, and proficiency in Microsoft Office, especially Excel. The role offers a hybrid work environment, comprehensive benefits, and an annual salary range of $52,000-$62,000.