Investor Services Specialist
1 day ago
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
- 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
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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