Investor Services Associate (Hybrid) - Maine, Client-Focused

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

Benefits offered by this job

Medical, dental, vision

Life insurance & AD&D

401(k) with company match

Student loan repayment support

HSA & FSA accounts

Paid time off

NYSE holidays

Commuter benefits

Employee referral program

Additional insurance options

Community engagement

Job summary

Stone Coast Fund Services Ltd. in Maine is seeking a motivated professional to serve as the primary investor contact, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You’ll build strong client relationships while learning fund structures, transactions, and regulatory requirements. The role includes exposure to legal documents, fund offering materials, and subscription agreements, with a training team supporting you

Qualifications

• Professional communicators with strong verbal and written skills.
• Focused on providing a high level of client service.
• Quick learners, especially with new systems and technology.
• Adaptable and thrive in fast-paced, evolving environments.
• Detail-oriented, organized, and conscientious.
• Team-oriented and enjoy building positive relationships with colleagues and clients.

Responsibilities

• 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.
• Build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations.
• Exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Skills

Strong communication

Client service mindset

Quick learner

Adaptable

Detail-oriented

Team player

Education

Four-year college degree

Tools

CRM systems

Job description

Stone Coast Fund Services Ltd. in Maine is seeking a motivated professional to serve as the primary investor contact, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You’ll build strong client relationships while learning fund structures, transactions, and regulatory requirements. The role includes exposure to legal documents, fund offering materials, and subscription agreements, with a training team supporting you