Investor Services Specialist

Investor Services SpecialistWest Orange NJ, or Wilmington, DEMonday through Friday 9:00 a.m. to 6:00 p.m.Hybrid Work ScheduleCandidates 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 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 retrieveProcess and report investor activity such as complex capital calls, distributions, capital statements, etc.Distribute correspondence to investors and potential investors via emailMonitor client email accounts and respond to investor inquiriesManage multiple portals and databases (ViewPoint, Investran, Intralinks)Complete subscription document review and AML/KYC servicesHelp with updating internal policies and proceduresKeep track of multiple deliverables, deadlines, and follow-upsSet-up new investors, users, and perform updatesAssist with training new staffInternal responsibilities (status reports, time tracking, etc.)What technical skills, experience, and qualifications do you need?Business degree1-2 years of Investor Services experienceExcellent verbal and written communication skillsAttention to detailAdvanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, macros)Experience with Investor Portals (Intralinks, Efront, etc) preferred, but not requiredExcellent analytical and problem-solving skillsAdaptable to new and changing technologiesStrong organizational skills and ability to multi-task#lLI-SP1#Hybrid#INDP

Created: 2025-02-17