Investor Services Specialist

Standish Management, LLC; Boston (MA); On-site; USD 58,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

Life insurance

401K plan

Paid holidays

Flexible vacation

Sick time accrual

Job summary

Standish Management, LLC in Boston seeks an Investor Services Specialist to drive client engagement and support the investor lifecycle within a growing fund accounting practice.

You will collaborate with engagement teams, handle onboarding, AML reporting, and financial/tax support, while maintaining secure data and strong relationships with LPs across investor portals.

Qualifications

• Bachelor’s Degree required.
• Experience in a client-oriented office environment.
• Proficiency in Microsoft Office applications, particularly Excel and Outlook.
• Detail-oriented, conscientious, and energetic self-starter.
• Demonstrated ability to work as part of a team and to take on tasks of any size.
• Ability to manage competing priorities and deadlines.
• Excellent communication with team members and senior personnel.

Responsibilities

• Respond to client and investor requests and grant portal access.
• Update investor information and assist with onboarding.
• Address financial information questions and assist with audit documents.
• Support ad-hoc projects including financial and tax reporting.
• Track capital calls and distributions; prepare wires.
• Maintain investor CRM data and share updates with the tech team.
• Run AML reports and update AML database as needed.
• Provide administrative support and generate reports for teams.
• Assist in financial reporting, tax prep, and audit prep.
• Manage project deadlines and client requests across engagements.
• Handle sensitive data securely and maintain client relationships with LPs.

Skills

Client engagement

Communication

Detail-oriented

Time management

Teamwork

Proactive

Education

Bachelor’s Degree

Tools

Excel

Outlook

Job description

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Responsibilities

• Respond to client and investor requests including but not limited to:
  • Granting access to the investor portal
  • Updating investor information
  • Assisting with new investor onboarding
  • Financial information questions
  • Assist with completing audit documents
• Assist with ad-hoc projects such as:
  • Financial and Tax reporting
  • Capital call and distribution tracking
  • Wire preparation
• Compile and organize investor CRM information with updated and accurate client information
• Communicate and provide information to the technology team to set up client portals
• Run Anti-Money Laundering (AML) reports and update AML database as needed
• Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
• Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
• Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
• Responsibly secure and handle sensitive financial and personal datea
• Maintain dialogue and build relationships with client personnel and investors (LPs)

Qualifications And Experience

• Bachelor’s Degree required
• Experience in a client-oriented office environment, preferably in a related industry
• Proficiency in Microsoft Office applications, particularly Excel and Outlook
• Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
• Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
• Proven ability to manage competing priorities and deadlines
• Ability to effectively communicate to team members
• Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Benefits

• Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
• Comprehensive disability/maternity and paternity plans
• 401K
• Flexible Vacation Plan
• Sick Time Accrual Plan
• Standard holidays along with year-end office closure
• A flexible work environment for all employees

Compensation Range: $58,000 - $61,000 annually

• Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.