Investor Services Specialist

Standish Management UK; Seattle (WA); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision coverage

401K eligibility after 3 months

Flexible Vacation Plan

Job summary

Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks.

The ideal candidate should have a Bachelor's Degree, experience in a client-oriented environment, and proficiency in Microsoft Office, especially Excel. The role offers a hybrid work environment, comprehensive benefits, and an annual salary range of $52,000-$62,000.

Qualifications

• Experience in a client-oriented office environment, preferably in a related industry.
• Detail-oriented, conscientious, and energetic self-starter.
• Proven ability to manage competing priorities and deadlines.

Responsibilities

• Respond to client and investor requests.
• Assist with new investor onboarding.
• Compile and organize investor CRM information.

Skills

Client-oriented environment experience

Proficiency in Microsoft Excel

Excellent interpersonal communication

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Exciting opportunity for an Investor Services Specialist 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 trackingWire 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 data
• 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 Include

• Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
• Comprehensive disability/maternity and paternity plans
• 401K eligibility after 3 months
• Flexible Vacation Plan
• Sick Time Accrual Plan
• 8-10 standard holidays along with year-end office closure
• We provide a hybrid work environment for employees
• Compensation range: $52,000-62,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.