What are the responsibilities and job description for the Investor Services Specialist position at CSC?
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 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)
- 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
- 1-2 years of Investor Services 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
#lLI-SP1
#Hybrid
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