Senior Investor Services Specialist

CSC; Livingston (NJ); Hybrid; USD 70,000 - 95,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Attention to detail

Advanced Excel

Multi-tasking

Analytical skills

Education

Business degree

Tools

ViewPoint

Investran

Intralinks

Efront

CRM software

Job description

Senior Investor Services Specialist

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

Monday to Friday 9 am to 6 pm eastern time

Position Summary

As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3-5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors’ capital activity, interface with clients as well as manage multiple client deliverables ensuring superior client service.

Job Description

Senior Investor Services Specialist

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

Monday to Friday 9 am to 6 pm eastern time

Position Summary

As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3-5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors’ capital activity, interface with clients as well as manage multiple client deliverables ensuring superior client service.

Some of the things you will be doing:

• Interact with clients and their investors


• Preparation of investor correspondence (Word mail merge function 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.


• 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 and/or Review VP New Investors, Users, and updates


• Submit and Review Uploads for one-off client requests/needs


• Review Subscription and Transfer checklists


• Provide effective feedback


• Provide open project updates


• Oversee associate team members


• Assist with training new staff


• Internal responsibilities (status reports, time tracking, etc.)

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

• Business degree or equivalent experience


• Excellent verbal and written communication skills


• Attention to detail


• 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


• Strong organizational skill and ability to multi-task


• Adaptable to new and changing technologies


• Excellent analytical and problem-solving skills


• Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds needed

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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.