Investor Services Specialist

CSC; Livingston (NJ); Ibrido; USD 70.000 - 82.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work schedule

Bonuses/commissions

Benefits package

Descrizione del lavoro

CSC is hiring an Investor Services Specialist in Livingston, NJ, operating on a hybrid schedule with three days on-site. The role focuses on maintaining investor databases and handling client deliverables to ensure superior service.

The ideal candidate possesses a business degree, excellent communication, and strong Excel skills. Experience with investor portals like Intralinks or Efront is preferred.

Competenze

• Business degree and fund administration experience required.
• Excellent verbal and written communication skills required.
• Attention to detail and strong analytical skills are essential.
• Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, macros).

Mansioni

• Post information to investor website portal for retrieval.
• Process and report investor activity (capital calls, distributions, capital statements).
• Distribute correspondence to investors and potential investors via email.
• Monitor client email accounts and respond to investor inquiries.
• Manage multiple portals and databases (ViewPoint, Investran, Intralinks, Efront).
• Complete subscription document review and AML/KYC services.
• Help update internal policies and procedures.
• Keep track of deliverables, deadlines, and follow-ups.
• Set up new investors, users, and perform updates.
• Assist with training new staff.
• Internal responsibilities (status reports, time tracking).

Conoscenze

Advanced Excel

Verbal and written communication

Attention to detail

Analytical problem solving

Multi-tasking/organizational skills

Investor portals experience

Fund administration experience

Adaptability to new technologies

Formazione

Bachelor's degree in business administration

Strumenti

ViewPoint

Investran

Intralinks

Efront

Descrizione del lavoro

Investor Services Specialist

Livingston, NJ-hybrid schedule (three days onsite per week)

Monday to Friday 9 am to 6 pm eastern time

As part of its business expansion strategy, CSC is seeking an Investor Services Specialist. The candidate will maintain the contact database for investors as well as manage multiple client deliverables ensuring superior client service.

Job Description

Some of the things you will be doing:

• Post information to website portal for investors to retrieve
• Process and report investor activity such as complex capital calls, distributions, capital statements, etc.
• Distribute correspondence to investors and potential investors via email
• Monitor client email accounts and respond to investor inquiries
• Manage multiple portals and databases (ViewPoint, Investran, Intralinks, Efront)
• Complete subscription document review and AML/KYC services
• Help with updating internal policies and procedures
• Keep track of multiple deliverables, deadlines, and follow-ups
• Set-up new investors, users, and perform updates
• Assist with training new staff
• Internal responsibilities (status reports, time tracking, etc.)

What technical skills, experience, and qualifications do you need?

• Business degree and fund administration experience
• Excellent verbal and written communication skills
• Attention to detail
• Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, macros)
• Experience with Investor Portals (Intralinks, Efront, etc) preferred, but not required
• Excellent analytical and problem-solving skills
• Adaptable to new and changing technologies
• Strong organizational skills and ability to multi-task

At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $70,000 and $82,000.

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging.

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

About The Team

At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.

• CSC is a great place to work with smart and dedicated people.
• We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
• We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
• Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
• CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.