Investor Services Specialist

West Orange NJ, or Wilmington, DE

Monday through Friday 9:00 a.m. to 6:00 p.m.

Hybrid Work Schedule

Candidates for this position must be eligible to work in the United States without sponsorship.  Time on-site or time zone may be necessary based on business need.

Summary:

As part of its business expansion strategy, CSC is seeking an Investor Services Associate II. The candidate will maintain the contact database for investors as well as manage multiple client deliverables ensuring superior client service. 

Some of the things you will be doing:

Post information to website portal for investors to retrieve Process and report investor activity such as complex capital calls, distributions, capital statements, 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 new investors, users, and perform updates  Assist with training new staff  Internal responsibilities (status reports, time tracking, etc.) 

What technical skills, experience, and qualifications do you need?

Business degree  Fund administration experience or Investor Services experience is required Excellent verbal and written communication skills  Attention to detail  Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, macros)  Experience with Investor Portals (Intralinks, Efront, etc) preferred, but not required  Excellent analytical and problem-solving skills  Adaptable to new and changing technologies Strong organizational skills and ability to multi-task 

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#Hybrid