Investor Services Specialist

2 months ago


Raleigh, United States Standish Management Full time

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.

Exciting opportunity for a client services professional 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 tracking
    • Wire 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
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm


  • Raleigh, North Carolina, United States Waterton Full time

    At Waterton, we're passionate about delivering an exceptional Resident Experience, which is made possible by offering an extraordinary experience for our talented associates.We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence.As a Leasing...


  • Raleigh, North Carolina, United States PNC Bank NA Full time

    Job SummaryPNC Bank NA is seeking a highly skilled Financial Management Specialist to join our Shared Services Finance team. As a key member of our team, you will be responsible for providing and leading a variety of financial management and accounting services.Key ResponsibilitiesProvides and may lead financial management and accounting services, including...


  • Raleigh, North Carolina, United States PNC Bank NA Full time

    Job SummaryPNC is seeking a Senior Financial Specialist to join our Shared Services Finance team. As a key member of our team, you will be responsible for providing and leading a variety of financial management and accounting services.Key ResponsibilitiesPrepare and lead the annual budget process and monthly forecast updates.Deliver performance monitoring...


  • Raleigh, North Carolina, United States Food Management Search Full time

    Job Title: Technical Service Specialist Location: Remote Salary: $65-75K plus bonus Job Summary of the Technical Service Specialist: We are seeking a Technical Service Specialist who is proactive, comfortable engaging directly with clients, possesses strong technical writing skills, and can collaborate with the Engineering team to provide product...


  • Raleigh, North Carolina, United States KEMCO Facilities Services Full time

    Job DescriptionKemco Facilities Services is seeking a skilled Field Service Technician to join our team. As a commercial kitchen equipment specialist, you will be responsible for diagnosing, repairing, and maintaining a wide range of commercial kitchen equipment, including ovens, refrigerators, dishwashers, fryers, mixers, and HVAC systems.Key...

  • Leasing Specialist

    4 weeks ago


    Raleigh, North Carolina, United States Kane Realty Corporation Full time

    Job SummaryWe are seeking a highly motivated and organized Leasing Specialist to join our team at Kane Realty Corporation. As a Leasing Specialist, you will be responsible for leading efforts in advertising and marketing, touring and greeting new prospects, and ensuring that all follow-up and closing procedures are being followed in order to boost occupancy...


  • Raleigh, United States Essilor Full time

    The Contact Center Prescription Customer Service Specialist is responsible for providing front-line customer care support pertaining to questions and escalations regarding prescription lenses. This person will act as a liaison between our Lab Operati Customer Service Specialist, Customer Service, Specialist, Operations, Customer Care, Processing,...


  • Raleigh, North Carolina, United States Vanguard Full time

    At Vanguard, we're seeking a skilled Client Service Excellence Representative to connect with clients via inbound phone calls and provide exceptional support for their account-related inquiries.Key Responsibilities:Respond to a wide range of inquiries from Personal Investor clients, from financial inquiries to supporting them through their...


  • Raleigh, North Carolina, United States Focused HR Solutions Full time

    Remote Service Desk Opportunity We are seeking a skilled Service Desk Specialist to join our team at Focused HR Solutions. This is a remote position that offers the flexibility to work from anywhere. **Job Summary:** As a Service Desk Specialist, you will be responsible for providing exceptional customer service to our clients. You will be the first point...


  • Raleigh, North Carolina, United States Focused HR Solutions Full time

    Job Title: Service Desk SpecialistThis is a remote opportunity with a client in Raleigh, NC.Job Summary:We are seeking a highly skilled Service Desk Specialist to join our team. The successful candidate will provide exceptional customer service skills using ITIL methodology, with a focus on resolving technical issues and improving customer satisfaction.Key...


  • Raleigh, North Carolina, United States MyComputerCareer Inc Full time

    Job Title: Career Services SpecialistMyComputerCareer is seeking a highly motivated and experienced Career Services Specialist to join our team. As a key member of our Career Services team, you will be responsible for providing career development and job placement services to our students and graduates.Key Responsibilities:Provide career development and job...


  • Raleigh, North Carolina, United States Raleigh Housing Authority Full time

    Job DescriptionReal Estate Development Finance SpecialistSalary Range: $88,045 to $132,758 (commensurate with experience)The Raleigh Housing Authority is seeking a highly skilled Real Estate Development Finance Specialist to join our team. As a key member of our finance team, you will be responsible for leading the financial modeling and analysis of housing...


  • Raleigh, North Carolina, United States Lighthouse Lab Services Full time

    Job Title: Medical Laboratory SpecialistLighthouse Lab Services is seeking a Medical Laboratory Specialist to join our team. As a Medical Laboratory Specialist, you will be responsible for conducting laboratory tests and analyses on patient samples to provide accurate and timely information to healthcare professionals.Key Responsibilities:Collect, label, and...

  • HVAC Specialist

    5 days ago


    Raleigh, North Carolina, United States Vensure Employer Services Full time

    Job Title: HVAC SpecialistJob Summary:Vensure Employer Services is seeking a skilled HVAC Specialist to join our team. As an HVAC Specialist, you will be responsible for performing Test, Adjust, and Balance (TAB) on commercial HVAC systems. This role requires precision and attention to detail, as you will be working with specialized testing equipment and...


  • Raleigh, North Carolina, United States Ferretti Search Full time

    Role Overview:We are seeking a highly motivated and detail-oriented Assistant Controller to join our dynamic real estate investment firm. This is an excellent opportunity for a junior-level professional, ideally a CPA coming out of public accounting, who is eager to learn and grow within a supportive and family-oriented organization.Key...


  • Raleigh, North Carolina, United States BrightSpring Health Services Full time

    Job SummaryResCare Community Living is seeking a skilled Medical Care Specialist to join our team. As a Medical Care Specialist, you will be responsible for providing high-quality patient care and services in a variety of settings.Key ResponsibilitiesPlanning, coordinating, and delivering healthcare services and training programsMonitoring healthcare...

  • Logistics Specialist

    2 weeks ago


    Raleigh, North Carolina, United States J.B. Hunt Transport Services, Inc. Full time

    Installation Specialist OpportunityEnjoy a dynamic work environment as an installation specialist at J.B. Hunt Transport Services, Inc. in RALEIGH, NC. This dedicated role offers a mostly Monday-Friday work week with weekends off, providing a great work-life balance.Average Yearly Gross: $45,000As an installation specialist, you will have the opportunity to...


  • Raleigh, North Carolina, United States Ferretti Search Full time

    Assistant Controller Job DescriptionWe are seeking a detail-oriented and highly motivated Assistant Controller to join our dynamic real estate investment firm. This is an excellent opportunity for a junior-level professional, ideally a CPA coming out of public accounting, who is eager to learn and grow within a supportive and family-oriented organization.Key...


  • Raleigh, North Carolina, United States Ferretti Search Full time

    Assistant Controller Job DescriptionWe are seeking a highly motivated and detail-oriented Assistant Controller to join our dynamic real estate investment firm. This is an excellent opportunity for a junior-level professional, ideally a CPA coming out of public accounting, who is eager to learn and grow within a supportive and family-oriented organization.Key...


  • Raleigh, North Carolina, United States Community Connections Healthcare Services Full time

    Job Title: Behavioral Intervention SpecialistCommunity Connections Healthcare Services is seeking a skilled Behavioral Intervention Specialist to join our team. As a Behavioral Intervention Specialist, you will work with children with special needs and their families to provide 1:1 behavioral intervention services.Key Responsibilities:Implement Applied...