Investor Services Specialist

Posted 6 Hours Ago
Be an Early Applicant
Livingston, NJ, USA
Hybrid
70K-82K Annually
Entry level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world.
The Role
Maintains investor databases, portals, and client deliverables; processes capital calls, distributions, and statements; distributes correspondence; responds to investor inquiries; reviews subscription documents and performs AML/KYC services. The role also supports policy updates, deadline tracking, investor setup, staff training, and internal reporting while using advanced Excel and Word.
Summary Generated by Built In

Investor Services Specialist

Livingston, NJ-hybrid schedule (three days onsite per week)

Monday to Friday 9 am to 6 pm eastern time

Position 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, Efront)
  • 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 and fund administration 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

At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $70,000 and $82,000.



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About Us

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.

About the Team
At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.
  • CSC is a great place to work with smart and dedicated people.
  • We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
  • We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
  • As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

Skills Required

  • Business degree
  • Fund administration experience
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Advanced Microsoft Excel and Word proficiency, including VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge, and macros
  • Experience with investor portals such as Intralinks and eFront
  • Excellent analytical and problem-solving skills
  • Adaptability to new and changing technologies
  • Strong organizational skills and ability to multitask

What the Team is Saying

Mary Ellen
Luke
Ron
Jill
George
Kitty
Steve
Nikhitha
Angie
Halley
Audrey
Sabine B
Nikhitha K.
Marsha A.
Rachel B.
Anita H.
Mandy Lam
Annie Triboletti
Isabella D.
Jose L.
Marcin W.
Anil S.
Reny A.
Calvin H.
Shehna Shahul
CSC
Tyler C.
Thanuja Y N
Chanchal Rajkumari
Justin Stull

CSC Compensation & Benefits Highlights

  • Healthcare Strength — Medical, dental, and vision coverage are broadly described as comprehensive, with multiple plan options and supportive resources like an Employee Assistance Program. Wellness initiatives and mental-health supports reinforce the overall strength of the health offering.
  • Retirement Support — A company 401(k) with employer matching is highlighted as a notable strength, with indications that the program is well-regarded. This contributes meaningfully to perceived long-term financial security.
  • Wellbeing & Lifestyle Benefits — Wellbeing programs, mental-health resources, and charitable donation matching are emphasized alongside flexibility for some roles. These elements round out a modern, non-cash benefits suite.

CSC Insights

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The Company
HQ: Wilmington, DE
8,500 Employees
Year Founded: 1899

What We Do

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Why Work With Us

CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.

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CSC Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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