Senior Investor Services Lead — Hybrid

CSC; Livingston (NJ); Ibrido; USD 70.000 - 95.000; Tempo pieno

Descrizione del lavoro

CSC, a global business and financial services company based in Wilmington, Delaware, seeks an Investor Services Senior Associate in Livingston, NJ with 3-5 years of experience. The role involves maintaining investor databases, handling queries, processing capital activity, and delivering multiple client deliverables with superior service across hybrid workweeks.

The position emphasizes managing portals, coordinating with clients and investors, and ensuring compliance with AML/KYC standards while

Competenze

• Business degree or equivalent experience.
• Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge).
• AML/KYC background preferred.
• Knowledge of IR systems and CRM software.
• Experience with Investor Portals (Intralinks, Efront, etc) preferred, but not required.

Mansioni

• Interact with clients and their investors.
• Preparation of investor correspondence (Word mail merge and Excel, Reporting Services reports).
• Post information to website portal for investors to retrieve.
• Process and report investor activity such as capital calls, distributions, redemptions, etc.

Conoscenze

Communication skills

Attention to detail

Advanced Excel

Multi-tasking

Analytical skills

Formazione

Business degree

Strumenti

ViewPoint

Investran

Intralinks

Efront

CRM software

Descrizione del lavoro

CSC, a global business and financial services company based in Wilmington, Delaware, seeks an Investor Services Senior Associate in Livingston, NJ with 3-5 years of experience. The role involves maintaining investor databases, handling queries, processing capital activity, and delivering multiple client deliverables with superior service across hybrid workweeks.

The position emphasizes managing portals, coordinating with clients and investors, and ensuring compliance with AML/KYC standards while