Investor Services Representative I - September 2026

Stone Coast Fund ServicesPortland, ME
$54,000 - $56,000Hybrid

About The Position

This position offers hybrid work flexibility within Maine (minimum 2 in-office days per week). During your initial three to six months at Stone Coast, you’ll be supported by a dedicated training team. This team will train and prepare you to be responsible for serving as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. You’ll build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations. This role also offers exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Requirements

  • Professional communicators with strong verbal and written skills
  • Focused on providing a high level of client service
  • Quick learners, especially with new systems and technology
  • Adaptable and thrive in fast-paced, evolving environments
  • Detail-oriented, organized, and conscientious
  • Team-oriented and enjoy building positive relationships with colleagues and clients
  • Submit an updated resume with your application.
  • If a current student or recent graduate, include unofficial transcripts.

Nice To Haves

  • Motivated, intellectually curious candidates who enjoy collaboration, care about doing great work, and are committed to serving clients well.
  • Thoughtful, ethical, and easy to work with.
  • Cover letters are appreciated but optional.

Responsibilities

  • Serve as the primary point of contact for investors.
  • Deliver timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.
  • Build strong client relationships.
  • Gain knowledge of fund structures, investor transactions, and industry regulations.
  • Gain exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Benefits

  • Four medical plan options
  • Two dental plans
  • One vision plan
  • Student Loan Debt Repayment Plan
  • Parking Subsidy
  • 401(k) with a 4% company match and immediate vesting
  • Paid Community Service Days
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