Investor Services & Client Operations Specialist

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A recruiting agency seeks an Investor Services Specialist in New York, NY. The role focuses on providing operational and client support to investor relations and portfolio teams. Responsibilities include managing investor inquiries, preparing reports, and coordinating with various teams. Candidates should hold a bachelor's degree in finance or a related field, possess excellent analytical and communication skills, and be detail-oriented. Competitive compensation in the range of $140,000 – $185,000 total annual compensation is offered.

Qualifications

• Bachelor's degree is required.
• Strong understanding of investment products and fund operations.
• Experience in client service or investor relations is preferred.

Responsibilities

• Serve as primary contact for investor inquiries.
• Assist investors with account information and reporting.
• Prepare and distribute investor statements and performance reports.
• Coordinate with teams to resolve investor-related issues.
• Support onboarding of new investors and maintain records.
• Monitor investor communications and identify process improvements.

Skills

Strong analytical skills

Client-focused communication

Organizational skills

Excellent written communication

Detail-oriented

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Excel

PowerPoint

Job description

A recruiting agency seeks an Investor Services Specialist in New York, NY. The role focuses on providing operational and client support to investor relations and portfolio teams. Responsibilities include managing investor inquiries, preparing reports, and coordinating with various teams. Candidates should hold a bachelor's degree in finance or a related field, possess excellent analytical and communication skills, and be detail-oriented. Competitive compensation in the range of $140,000 – $185,000 total annual compensation is offered.