Investor Services Representative

Millinocket Regional Hospital; Portland (ME); Remote; USD 40,000 - 55,000; Full time

Job summary

A regional healthcare provider in the United States is seeking entry level Investor Services Representatives to build client relationships and provide a range of investment services. Candidates should have a strong work ethic and excellent communication skills. The position offers remote work flexibility and various benefits, including health insurance and 401(k) matching.

Benefits

Health insurance

Dental insurance

Paid time off

401(k) matching

Work from home

Life insurance

Disability insurance

Flexible spending account

Employee assistance program

Health savings account

Parental leave

Commuter benefits

Qualifications

• Demonstrates effective client service-oriented attitude.
• Learns quickly to work with new systems and technology.
• Possesses a strong work ethic and is detail-oriented.

Responsibilities

• Build and maintain strong client relationships.
• Act as primary communication point for clients’ investors.
• Provide services to institutional and high net worth investors.

Skills

Superior verbal and written communication skills

Client service-oriented attitude

Ability to learn quickly

Detail-oriented and organized

Experience with legal documents

Teamwork and relationship-building

Education

Four-year college degree

Job description

June 2025 - Investor Services Representative

We’vefounded a company that values you: your time, your career, your talents and drive. We seek hard-working applicants ready to be trained for an exciting role in a fast-paced financial company. We offerremote work flexibility,competitive pay and benefits, rapid opportunity for promotion, and the chance to give back through fully paid community service days. We invest in our employees and our community, and our accelerated growth, dynamic company culture, and high retention rate speak for themselves.As always, we will train the right candidate for the role.

Remote Work Flexibility
This position offers remote work flexibility, allowing for both time in the office and the ability to work from home.

The Position

We are hiring entry level Investor Services Representatives. Investor Services Representatives are responsible for:

• building and maintaining strong client relationships
• acting as primary communication and inquiry point for their clients’ investors
• providing a full range of services to institutional and high net worth investors and relevant and timely investor information to hedge fund managers

Qualifications and Experience

• Demonstrates superior verbal and written communication skills
• Communicates complex concepts comfortably and proficiently in both verbal and in written form
• Demonstrates effective client service-oriented attitude
• Learns quickly to work with new systems and technology
• Experience reviewing and understanding legal documents, entity formation documents (such as foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, client and company policies, and regulatory guidance a plus
• Desires, and is able, to learn quickly, adapts to change and growth, and thrives in a fast-paced environment
• Possesses a strong work ethic and is detail-oriented, thorough, organized, and conscientious
• Successful experience working in a team and enjoys establishing and nurturing positive relationships with coworkers, clients, and business partners.

Education Requirements

• Four-year college degree

Application Requirements

• Please be sure to include an updated resume with your application. Cover letters are read and considered, although they are not required.
• An unofficial transcript if you are a current student or recent graduate.

Benefits

• Health insurance
• Dental insurance
• Paid time off
• 401(k) matching
• Work from home
• Life insurance
• Disability insurance
• Flexible spending account
• Employee assistance program
• Health savings account
• Parental leave
• Commuter benefits

Interested?

For more information about who we are, visit our websitewww.stone-coast.comor our LinkedIn page, for all recent events and announcements.

We seek high aptitude, intellectually curious candidates that enjoy working as part of a team, satisfying our clients and striving for the highest standards. The quality of our services derives solely from the quality of our people. Therefore, we seek smart, hard-working, ethical and friendly professionals – from recent college graduates to fund administration veterans.

Inclusion and Equal Opportunity Statement

At Stone Coast, we strive to reflect the community of which we are so grateful to be a part, and are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and colleagues without regard to race, religion, ethnicity, national origin, sex, sexual orientation, gender identity or expression, disability, age, veteran status, and any other basis or status designated under applicable laws.

If you don’t see an opening for which you arequalified, but do have relevant industry experience, please feel encouraged to apply to our General Application at theCareer Centeratwww.stone-coast.com. Our growth compels us to continuously search for talent, and we may be contemplating a position that fits your experience.