The Investor Services Associate is responsible for the daily investor support across multiple fund administration teams. Candidates must be client-oriented, technology savvy, demonstrate initiative and have attention to detail with excellent time management skills. Successful candidates must also perform well under time constraints while handling multiple projects simultaneously. In addition to their own daily responsibilities, this position is r...
The Investor Services Associate is responsible for the daily investor support across multiple fund administration teams. Candidates must be client-oriented, technology savvy, demonstrate initiative and have attention to detail with excellent time management skills. Successful candidates must also perform well under time constraints while handling multiple projects simultaneously. In addition to their own daily responsibilities, this position is r...
Investor Services Clerk I. Summary Description. The Investor Services Clerk I is responsible for processing changes to existing investors and data entry for new investors within the company database ("CRM"). Another area of focus is maintaining investor wire information and reports. The Investor Services Clerk I must be able to work independently, client-service oriented, technology savvy, demonstrate initiative and have attention to detail with ...
Investor Services Clerk I. Summary Description. The Investor Services Clerk I is responsible for processing changes to existing investors and data entry for new investors within the company database ("CRM"). Another area of focus is maintaining investor wire information and reports. The Investor Services Clerk I must be able to work independently, client-service oriented, technology savvy, demonstrate initiative and have attention to detail with ...
