What are the responsibilities and job description for the Investor Services Representative - June 2025 position at Stone Coast Fund Services?
Who We’re Looking For
We’re interested in high-potential, intellectually curious candidates who enjoy teamwork, strive to satisfy clients, and hold themselves to high standards. Our services’ quality comes from our team’s quality. As always, we will train the right candidate for the role.
Remote Work Flexibility
This role offers flexibility with a combination of in-office and remote work options.
The Position
We’re hiring entry-level Investor Services Representatives. In this role, you’ll:
- Build and maintain strong client relationships
- Act as a primary point of communication and inquiry for clients’ investors
- Provide comprehensive support and timely information to high net worth and institutional investors and hedge fund managers
- Gain understanding of fund structures, investor transaction documents, and applicable laws and regulations for the industry
Qualifications
We’re seeking candidates who are:
- Professional communicators with strong verbal and written skills
- Able to explain complex concepts comfortably and clearly
- Focused on providing a high level of client service
- Quick learners, especially with new systems and technology
- Familiar with, or interested in, legal and entity formation documents (like foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, and regulatory guidance (preferred but not required)
- Adaptable and thrive in fast-paced, evolving environments
- Detail-oriented, organized, and conscientious
- Team-oriented and enjoy building positive relationships with colleagues and clients
Education Requirements
A four-year college degree is required.
Application Requirements
Please include an updated resume with your application along with your unofficial transcripts if you’re a current student or recent graduate. Cover letters are appreciated but optional.
About Us
At Stone Coast, we value you—your time, your career, your talents, and your drive. We’re looking for candidates ready to grow their skills in an impactful role with a fast-paced financial services company. We offer remote work flexibility, competitive compensation, comprehensive benefits, opportunities for meaningful collaboration, and the chance to contribute to the community through fully-paid volunteer service days. Our company culture, strong growth, and high retention rate reflect our commitment to investing in both our team and our community. We’re dedicated to supporting your career growth and training you for success.
For more information, visit our website at www.stone-coast.com or our LinkedIn page for recent events and announcements.
Inclusion and Equal Opportunity Statement
Stone Coast is committed to fostering an inclusive environment and offering equal employment opportunities to all, regardless of race, religion, ethnicity, national origin, gender, sexual orientation, gender identity, disability, age, veteran status, or any other characteristic protected under applicable laws.
If you don’t see a current opening that matches your qualifications, but you have relevant industry experience, feel free to apply to our General Application at www.stone-coast.com. Our continued growth means we’re always seeking talented individuals who align with our values and mission.
