Investor Services Consultant - Salesforce Onboarding

Lever, Inc.; Washington (District of Columbia); Hybrid; USD 55,000 - 75,000; Full time

Job summary

CFGI, a dynamic financial consulting firm, is hiring an Investor Services Consultant to support a large private equity client. The role spans onboarding, document posting, request queue coordination, and contact management in Salesforce, collaborating across teams.

The ideal candidate will have 1–3 years of experience in investor or client services, strong communication skills, and the ability to manage multiple stakeholders in a fast-paced, international environment.

Qualifications

• 1–3 years of experience in investor services or client service.
• Experience communicating with clients, investors, or external stakeholders.
• Experience coordinating across multiple stakeholders to execute requests.

Responsibilities

• Collaborate on Investor Onboarding: enter new investor data into Salesforce and manage documents.
• Post investor reporting and notices to the investor website; draft communications for approval.
• Coordinate centralized investor request queue and resolve inquiries; escalate as needed.

Skills

Client service experience

Stakeholder coordination

Multitasking

Communication

Education

Bachelor's degree (Nice to have)

Tools

Salesforce

SharePoint

Microsoft Excel

Job description

CFGI, a dynamic financial consulting firm, is hiring an Investor Services Consultant to support a large private equity client. The role spans onboarding, document posting, request queue coordination, and contact management in Salesforce, collaborating across teams.

The ideal candidate will have 1–3 years of experience in investor or client services, strong communication skills, and the ability to manage multiple stakeholders in a fast-paced, international environment.