Investor Services Specialist

Investor Services Specialist

Livingston, NJ-hybrid schedule (three days onsite per week)

Monday to Friday 9 am to 6 pm eastern time

Position Summary:

As part of its business expansion strategy, CSC is seeking an Investor Services Specialist. 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, Efront)
• 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 and fund administration experience
• 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

At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $70,000 and $82,000.

#LI-SP1

#HYBRID

#INDP