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Senior Investor Services Specialist
CSC (Corporation Service Company)
Full-time
On-site
West Orange, NJ, United States
Senior Investor Services Specialist
Hybrid in West Orange, NJ or 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
At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $80,000 to $105,000.
Hybrid in West Orange, NJ or 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
At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $80,000 to $105,000.