Investor Services

Responsibilities/Job Duties: 

• Serve as the primary contact for individual clients, brokers, and sponsors 
• Communicate with internal teams, fund managers, investors, and auditors 
• Guide clients through the investment process and ensure consistency with IRS rules and regulations 
• Answer client inquiries across all channels regarding products, services, and fees in a timely and accurate manner 
• Understand new accounts, distribution, and investment processes and articulate the subject matter to all client bases 
• Maintain ongoing knowledge and understanding of industry regulations 
• Schedule and facilitate all client meetings and follow-ups 
• Manage and respond to incoming and outgoing communications, including phone, faxes, and email 
• Assist in onboarding new clients when necessary and train new team members 
• Suggest process improvements when you see fit 

Qualifications: 

• Bachelor’s degree in Finance, Business Administration, Accounting, or related field required 
• 3-5 years of experience in the financial services industry 
• Excellent verbal and written communication skills 
• Ability to create and maintain strong professional relationships 
• Ability to explain complex information clearly and simply 
• Proficiency in Microsoft Office and Salesforce 
• Ability to proactively analyze information and make quick decisions