Investor Services Associate — Hybrid (Maine)

Stone Coast Fund Services; Portland (ME); Hybrid; USD 54,000 - 56,000; Full time

Benefits offered by this job

Health, dental, vision plans

401(k) with employer match

Student loan repayment support

Paid time off and holidays

Commuter benefits

Job summary

Stone Coast Fund Services, founded in Portland, Maine, seeks a Regular Full-Time professional to serve as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You’ll be trained by a dedicated team during onboarding to build strong client relationships and knowledge of fund structures and regulations.

Qualifications

• A four-year college degree is required.
• Strong verbal and written communication skills are essential.
• Ability to provide high level of client service and collaboration.
• Quick learner with comfort using new systems and technology.
• Able to thrive in a fast-paced, evolving environment.
• Detail-oriented, organized, and conscientious with teamwork mindset.

Responsibilities

• Serve as the primary point of contact for investors and deliver timely information.
• Maintain exceptional service to high-net-worth individuals, institutions, and hedge fund managers.
• Build and maintain strong client relationships and knowledge of fund structures.
• Assist with investor transactions and understand related industry regulations.
• Gain exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Skills

Professional communication

Client service

Fast learner with systems

Adaptability

Detail-oriented

Team-oriented

Education

Bachelor's degree (4-year)

Job description

Stone Coast Fund Services, founded in Portland, Maine, seeks a Regular Full-Time professional to serve as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You’ll be trained by a dedicated team during onboarding to build strong client relationships and knowledge of fund structures and regulations.