Senior Investor Services Specialist at CSC

Wilmington, Delaware, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Services, Database Maintenance, Client Interaction, Correspondence Preparation, Capital Calls, Distributions, Redemptions, Website Portal Management, AML/KYC, Subscription Document Review, Excel, Word, Mail Merge, Analytical Skills, Problem-Solving, Organizational Skills

Industry

Information Technology & Services

Description

Senior Investor Services Specialist Hybrid in Wilmington, DE (three days onsite weekly) Monday to Friday, 9:00 a.m. to 6:00 p.m. Position Summary: As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3-5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors capital activity, interface with clients as well as manage multiple client deliverables ensuring superior client service. Some of the things you will be doing: * Interact with clients and their investors * Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports) * Post information to website portal for investors to retrieve * Process and report investor activity such as capital calls, distributions, redemptions, 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 and/or Review VP New Investors, Users, and updates * Submit and Review Uploads for one-off client requests/needs * Review Subscription and Transfer checklists * Provide effective feedback * Provide open project updates * Oversee associate team members * Assist with training new staff * Internal responsibilities (status reports, time tracking, etc.) What technical skills, experience, and qualifications do you need? * Business degree or equivalent experience * Three years of experience in investor services * Excellent verbal and written communication skills * Attention to detail * Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge) * AML/KYC background preferred * Knowledge of IR systems and CRM software * Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required * Strong organizational skill and ability to multi-task * Adaptable to new and changing technologies * Excellent analytical and problem-solving skills * Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required #LI-SP1 CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, U.S., providing market-leading expertise and knowledge-based solutions to clients worldwide. We have an unmatched global reach with offices and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,500 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC, Our Values, and our unwavering commitment to our clients, communities, and each other. CSC is dedicated to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is respected. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging. Colleagues are empowered to own their careers and have access to various career opportunities and excellent benefits, including annual Success Sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly through our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

Responsibilities

The specialist will maintain the investor contact database, process capital activities like calls and distributions, and interface directly with clients and their investors to ensure superior service. Key tasks include preparing investor correspondence, managing various investor portals, and overseeing subscription document review processes.