Investor Services Specialist

Posted 22 Days Ago
Be an Early Applicant
West Orange, NJ
1-3 Years Experience
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
Seeking an Investor Services Specialist to maintain the contact database for investors, manage client deliverables, and provide superior client service. Responsibilities include posting information to website portal, processing investor activity, distributing correspondence, managing portals and databases, reviewing subscription documents, updating policies, tracking deliverables, and assisting with new staff training.
Summary Generated by Built In

Job Description
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 Associate II. 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
  • Fund administration experience or Investor Services experience is required
  • 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
#INDP
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 improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.
CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

  • CSC is a great place to work with smart and dedicated people. We have been voted a Top Workplace every year since 2006 and are a 2022 National Top Workplace.
  • We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance.
  • CSC offers excellent benefits, including medical, dental, life insurance, and flexible spending and health savings accounts. We also offer you a 401(k) with employer match and profit-sharing, paid time off, tuition reimbursement, and more.
  • Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. It's an exciting time for us in terms of growth and expansion.

Top Skills

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What the Team is Saying

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The Company
HQ: Wilmington, DE
8,000 Employees
Hybrid Workplace
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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