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About the Role
The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
Responsibilities
- Respond to client and investor requests including granting access to the investor portal, updating investor information, assisting with new investor onboarding, and answering financial information questions.
- Assist with completing audit documents.
- Assist with ad-hoc projects such as financial and tax reporting, capital call and distribution tracking, and wire preparation.
- Compile and organize investor CRM information with updated and accurate client information.
- Communicate and provide information to the technology team to set up client portals.
- Run Anti-Money Laundering (AML) reports and update AML database as needed.
- Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering and providing information, updating systems, and other administrative needs.
- Assist in financial reporting, tax preparation, audit preparations, and other fund administration activities.
- Engage in project management of team deadlines, client requests, and other ongoing projects and tasks.
- Responsibly secure and handle sensitive financial and personal data.
- Maintain dialogue and build relationships with client personnel and investors (LPs).
Requirements
- Experience in a client-oriented office environment, preferably in a related industry.
- Proficiency in Microsoft Office applications, particularly Excel and Outlook.
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively.
- Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small.
- Proven ability to manage competing priorities and deadlines.
- Ability to effectively communicate to team members.
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm.
Skills
- Microsoft Office
- Excel
- Outlook
- Project Management
- Client Relationship Management
- Communication
- Interpersonal Skills
Location
- Bay Area
- Portland
- Seattle
Work Type
- Flexible work environment
Education Level
- Bachelor’s Degree required
Salary/Compensations
- Bay Area: $65,000 - $70,000
- Portland: $52,000-62,000
- Seattle: $52,000-62,000
Benefits
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options.
- Comprehensive disability/maternity and paternity plans.
- 401K
- Flexible Vacation Plan
- Sick Time Accrual Plan
- Standard holidays along with year-end office closure.
- A flexible work environment for all employees.
About the Company
- A rapidly growing fund accounting firm.
Equal Opportunity
- California Privacy Rights Act (CPRA)