Investor Services Specialist: Client-Focused & Hybrid

Corporation Service Company; Livingston (NJ); Hybrid; USD 70,000 - 82,000; Full time

Job summary

Corporation Service Company is seeking an Investor Services Specialist in Livingston, NJ for a hybrid schedule. The role maintains investor data, delivers client-facing reports, and supports AML/KYC services while coordinating multiple portals and processes.

You will handle investor inquiries, process capital activity, and mentor new staff. Strong Excel/Word skills and fund administration experience are essential for success.

Qualifications

• Business degree and fund administration experience.
• Excellent verbal and written communication skills.
• 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.

Responsibilities

• 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.

Skills

Communication skills

Analytical thinking

Multi-tasking

Organizational skills

Education

Business degree

Tools

Excel

Word

Investor Portals (Intralinks, Efront, etc)

Job description

Corporation Service Company is seeking an Investor Services Specialist in Livingston, NJ for a hybrid schedule. The role maintains investor data, delivers client-facing reports, and supports AML/KYC services while coordinating multiple portals and processes.

You will handle investor inquiries, process capital activity, and mentor new staff. Strong Excel/Word skills and fund administration experience are essential for success.