Senior Investor Services Specialist

CSC; Wilmington (DE); On-site; USD 65,000 - 85,000; Full time

Job summary

A financial services firm is seeking a Senior Investor Services Specialist in Wilmington, DE. This hybrid role involves maintaining investor databases, handling queries, and ensuring client service excellence. Ideal candidates will have a business degree, 3-5 years of experience, and proficiency in Excel. Strong communication and attention to detail are essential. Competitive salary and supportive work environment offered.

Qualifications

• 3-5 years of experience in an investor services role.
• AML/KYC background preferred.
• Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required.

Responsibilities

• Interact with clients and their investors.
• Prepare investor correspondence using mail merge and Excel.
• Process and report investor activity such as capital calls, distributions, redemptions.
• Monitor client email accounts and respond to inquiries.
• Assist with training new staff.

Skills

Excellent verbal and written communication skills

Attention to detail

Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge)

Strong organizational skills and ability to multi-task

Excellent analytical and problem-solving skills

Education

Business degree or equivalent experience

Tools

Excel

Word

IR systems and CRM software

Investor Portals (Intralinks, Efront)

Job description

Senior Investor Services Specialist

Hybrid in Wilmington, DE

Monday to Friday, 9:00 a.m. to 6:00 p.m.

Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need

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)
• 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 required

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