Investor Services Specialist
CSC
•Hybrid
About The Position
CSC is seeking an Investor Services Specialist as part of its business expansion strategy. The specialist will maintain the investor contact database and manage multiple client deliverables while providing superior client service. The position is based in Livingston, New Jersey, with a hybrid schedule requiring three days onsite per week. The schedule is Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern time.
Requirements
- Business degree.
- Fund administration experience.
- Excellent verbal and written communication skills.
- Attention to detail.
- Advanced proficiency in Excel and Word, including VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, and macros.
- Excellent analytical and problem-solving skills.
- Adaptability to new and changing technologies.
- Strong organizational skills and ability to multitask.
Nice To Haves
- Experience with investor portals such as Intralinks and Efront is preferred but not required.
Responsibilities
- Post information to the investor website portal.
- Process and report investor activity, including complex capital calls, distributions, and capital statements.
- Distribute correspondence to investors and potential investors via email.
- Monitor client email accounts and respond to investor inquiries.
- Manage multiple portals and databases, including ViewPoint, Investran, Intralinks, and Efront.
- Complete subscription document reviews and AML/KYC services.
- Help update internal policies and procedures.
- Track multiple deliverables, deadlines, and follow-ups.
- Set up new investors and users and perform updates.
- Assist with training new staff.
- Complete internal responsibilities such as status reports and time tracking.
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What This Job Offers
Job Type
Full-time
