Investor Services & Onboarding Specialist

Standish Management, LLC; Seattle (WA); Presencial; USD 52.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Vision coverage

Life insurance

HSA

FSA

Disability plan

Maternity leave

Paternity leave

401K

Flexible vacation

Sick time

Office closure

Flexible work environment

Descripción de la vacante

Standish Management, LLC is seeking a client services professional to join our rapidly growing fund accounting team as an Investor Services Specialist. You will engage with clients and their investors, respond to requests, and help onboarding while coordinating with engagement teams to ensure a strong service experience.

In this role you’ll support financial and tax reporting, AML screening, and fund administration tasks, maintain investor data, and contribute to project deadlines.

Formación

• Bachelor’s Degree required.
• Experience in a client-oriented office environment.
• Proficiency in Excel and Outlook.

Responsabilidades

• Respond to client and investor requests, including onboarding.
• Assist with financial and tax reporting and audit documents.
• Compile investor CRM information and update client data.
• Coordinate with technology to set up client portals and AML reporting.
• Support fund administration and project management to meet deadlines.

Conocimientos

Detail-oriented

Team player

Communication skills

Project management

Prioritization

Educación

Bachelor's Degree

Herramientas

Excel

Outlook

Descripción del empleo

Standish Management, LLC is seeking a client services professional to join our rapidly growing fund accounting team as an Investor Services Specialist. You will engage with clients and their investors, respond to requests, and help onboarding while coordinating with engagement teams to ensure a strong service experience.

In this role you’ll support financial and tax reporting, AML screening, and fund administration tasks, maintain investor data, and contribute to project deadlines.