Investor Services Specialist

1 day ago


West Orange, New Jersey, United States Corporation Service Company Full time
Job Summary

Corporation Service Company is seeking an Investor Services Associate II to join our team. As a key member of our Investor Services team, you will be responsible for maintaining the contact database for investors and managing multiple client deliverables to ensure superior client service.

Key Responsibilities
  • Post information to website portal for investors to retrieve
  • Process and report investor activity, including complex capital calls, distributions, capital statements, and other financial transactions
  • Distribute correspondence to investors and potential investors via email
  • Monitor client email accounts and respond to investor inquiries
  • Manage multiple portals and databases, including ViewPoint, Investran, and 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 new investors, users, and perform updates
  • Assist with training new staff
  • Internal responsibilities, including status reports, time tracking, and other administrative tasks
Requirements
  • Bachelor's degree in Business or related field
  • Experience in fund administration and Investor Services
  • Excellent verbal and written communication skills
  • Attention to detail
  • Advanced Excel and Word proficiency
  • Experience with Investor Portals, such as Intralinks and Efront, preferred
  • Excellent analytical and problem-solving skills
  • Adaptable to new and changing technologies
  • Strong organizational skills and ability to multi-task
About Us

Corporation Service Company is a global business, legal, and financial services company based in Wilmington, Delaware, USA. We provide knowledge-based solutions to clients worldwide, with offices and capabilities in over 140 jurisdictions. We are committed to creating a diverse and growth-oriented environment where everyone is valued.



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