Investor Services Associate - Hybrid (Maine)

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

Benefits offered by this job

Medical, Dental, Vision insurance

Company-paid life insurance

AD&D

401(k) with employer match

Student loan repayment support

HSA / FSA

Paid time off

EAP

Commuter benefits

Employee referral program

Additional voluntary coverage

Job summary

Stone Coast Fund Services Ltd. in Portland, Maine is seeking a detail-oriented professional to join our client service team.

You will act as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. During your first three to six months, you’ll work with a dedicated training team to build expertise in fund structures, investor transactions, and industry regulations, while gaining

Qualifications

• Four-year college degree is required.
• Experience delivering high-level client service.
• Ability to quickly learn new systems and technology.

Responsibilities

• Serve as the primary point of contact for investors, delivering timely information and exceptional service.
• Build strong client relationships and gain knowledge of fund structures, investor transactions and industry regulations.
• Exposure to legal/entity formation documents, fund offering materials, and subscription agreements.

Skills

Communication

Client service

Fast learner

Adaptable

Detail-oriented

Team-oriented

Education

Bachelor’s degree

Job description

Stone Coast Fund Services Ltd. in Portland, Maine is seeking a detail-oriented professional to join our client service team.

You will act as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. During your first three to six months, you’ll work with a dedicated training team to build expertise in fund structures, investor transactions, and industry regulations, while gaining