Investor Services Associate - Hybrid & Client-Facing

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

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Flexible Vacation Plan

401K eligibility after 3 months

Job summary

Standish Management, LLC is seeking an Investor Services Specialist to join our growing fund accounting firm. In this role, you will engage with clients and investors, manage financial information, and assist with onboarding new investors.

The ideal candidate will have a Bachelor’s Degree and experience in a client-oriented environment. We offer competitive benefits including medical coverage, a hybrid work environment, and a salary range of $52,000 to $62,000 annually.

Qualifications

• Experience in a client-oriented office environment, preferably in a related industry.
• Detail-oriented, self-starter capable of managing priorities and deadlines.
• Ability to effectively communicate and build relationships.

Responsibilities

• Respond to client and investor requests.
• Assist with financial and tax reporting.
• Compile and organize investor CRM information.

Skills

Client-oriented experience

Proficiency in Microsoft Excel

Excellent interpersonal communication

Education

Bachelor’s Degree

Job description

Standish Management, LLC is seeking an Investor Services Specialist to join our growing fund accounting firm. In this role, you will engage with clients and investors, manage financial information, and assist with onboarding new investors.

The ideal candidate will have a Bachelor’s Degree and experience in a client-oriented environment. We offer competitive benefits including medical coverage, a hybrid work environment, and a salary range of $52,000 to $62,000 annually.