Investor Services Specialist: Fund Client Success
Standish Management
Standish Management, LLC in Raleigh, North Carolina is seeking an Investor Services Specialist. This role is critical in engaging with clients and investors, responding to requests, and assisting with various fund administration activities. Candidates should possess a Bachelor's Degree and experience in a client-oriented environment, with strong skills in Microsoft Office. Excellent communication and interpersonal skills are essential. Join a rapidly growing firm in fund accounting and be part of a dynamic team. #J-18808-Ljbffr
- ...We are a provider of specialized fund administration services for Managers and General Partners... ...efficiently. Exciting opportunity for a client services professional to join a... ...growing fund accounting firm. The Investor Services Specialist plays a key role in client...SuggestedWork at office
- ...Standish Management UK is seeking associates to join its fund administration team in Raleigh, North Carolina. The Associate will assist in administrative support and investor relations for client funds. Responsibilities include data entry, preparing reports, corresponding...Suggested
- Sizemore Insurance is seeking a Client Support Specialist in North Carolina to enhance client relationships. This role involves serving as a primary contact for clients, managing service requests with urgency, and ensuring quality interactions. Candidates should have prior...Suggested
- ...Standish Management, located in Raleigh, North Carolina, is seeking an Associate to join the fund administration team. This role involves administrative support and investor relations, including data entry and compiling quarterly reports for limited partners. The ideal...Suggested
$125 - $150 per hour
...the first 25 applicants An Investor Services Administrator will be required... ...training. Additional client-specific training is provided... ...authorized persons. Distribution of Fund Performance in line with... ...ago Real Estate Dispositions Specialist - Fully Remote North Carolina...SuggestedFull timeContract workFreelanceInternshipRemote workFlexible hours- ...We are a provider of specialized fund administration services for Managers and General Partners of private... .... Job Description This is a client-facing role where you will manage and... ...payments Capital activity with the client’s investors Minimum Requirements Bachelor’s...Full timeWork at office
- Steer is seeking a Manager of Client Success to lead their Customer Success Managers. This role involves enhancing the customer journey for both high-touch Enterprise partnerships and high-volume segments. You will develop strategies for effective engagement, drive proactive...Remote jobFlexible hours
- About The Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will...Remote workWork from homeFlexible hours
$15.38 - $35.58 per hour
...delivering cutting‑edge solutions to our clients. As a key player in the insurance... ...environment, and continuous drive for success. With a rich history and a bright future... ...success. What We’re Looking For The Client Service Specialist executes all administrative tasks...Work at officeLocal area- ...in Raleigh, North Carolina is seeking a Wealth Client Specialist to support Fiduciary Officers in managing service-related activities such as account maintenance and... ...engage in data analysis and contribute to the success of the Wealth Division. #J-18808-Ljbffr First Citizens...
$91.95k - $196.68k
...As the Fund Services Business Development Representative Sr. , you... ...intermediaries in a national territory. Successful incumbents have good working... ...accounting, administration, investor record keeping, distribution... ...and services to existing clients Managing territory to...Local areaRemote workRelocationFlexible hours- ...is seeking a Institutional Client Management Consultant who will... ...financial advisors to service and retain institutional client... ...of investments including the fund managers and associated expenses... ...characteristics: Ability to build successful, collaborative, and trusting...Temporary workLocal areaFlexible hours
- ...PSI Services is seeking a Client Services Specialist based in the United States. This remote role involves handling client relations, administering examinations, and providing daily support to customers. The ideal candidate will possess strong customer service skills...Remote work
- INTEGRATION APPLIANCE, INC. is looking for a Client Success Director, Legal to become a senior contributor on the Client Success Legal Industry team. The role involves driving adoption and measurable value across enterprise accounts, ensuring clients receive full benefits...Remote job
- Advyzon is hiring a Client Support Specialist in Raleigh, NC to ensure a seamless user experience for our clients. This role involves addressing client inquiries, troubleshooting issues, and maintaining client relationships to enhance product adoption. The ideal candidate...
- NACBA is seeking a Client Service Specialist for Business Insurance, located in North Carolina. The successful candidate will provide exceptional service to clients while collaborating with team members to meet customer needs. Qualifications include a high school diploma...
- ...excellent first-line support and managing customer data. The successful candidate will build strong customer relationships and handle... ...onboarding process. Applicants should have experience in customer service and data management, along with strong communication skills....
- ...A leading industrial solutions provider in Raleigh, NC, is seeking a Team Manager responsible for leading teams, engaging with clients, and managing projects’ risk and profitability. The ideal candidate will have a bachelor's degree in engineering, at least 6 years of...
- ...seeking an experienced Customer Success Operations Manager to join... ...optimizing Manufacturer (CPG) funded promotions and fostering the... ...drive measurable results for our clients’ personalized marketing... ...ensure the most professional service possible. Build presentations...Remote work
- ...role, you will acquire new customers face to face and manage key client accounts with a goal of driving business growth. The ideal... ...Responsibilities include team management and providing exceptional customer service. Expect a performance-based pay structure with opportunities...
- Sagarmatha is seeking a Customer Success Operations Manager to drive measurable results for... ...for remote work with occasional on-site client visits in North Carolina or Pennsylvania.... ...responsibilities include managing Manufacturer funded promotions and collaborating with clients...Remote job
- ...a friendly, proactive, and customer-focused Customer Success Representative to support our clients throughout their entire experience with our company.... ...ensuring they get the most value from our products or services. This is an excellent opportunity for someone who enjoys...Full time
- ...Client Implementations Specialist page is loaded## Client Implementations Specialistlocations: North Carolina... ...and troubleshoot company products, services and systems. Determine and review... ...implementation activities, ensuring timely and successful adoption of systems or products.*...Immediate start
- ...Administrator in North Carolina to provide exceptional support and service to clients. This full-time role includes comprehensive training and... ...growth while ensuring a positive client experience. The successful candidate will deliver personalized service, assist in business...Full timeWork at office
- ...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...join our team today. As a Client Service Specialist, you will be responsible for conducting...Full timeWork at office
- ...Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior... ...they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value...Immediate start
- JPMorgan Chase is seeking a Financial Advisor in Raleigh, NC. The successful candidate will build and manage client relationships, offering personalized investment solutions while embracing digital innovations to boost client confidence. Successful applicants will have...
$54.5k - $107.5k
Worldwide Clinical Trials is seeking a Specialist, Proposals & Client Services to manage proposal requests and ensure comprehensive preparation. You will work collaboratively with teams to refine proposals and conduct budget analysis. The ideal candidate has a Bachelor'...Remote jobWorldwide- Client Service Specialist, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. Responsibilities Deliver prompt, courteous, and knowledgeable...Permanent employmentWork at officeFlexible hours
$60k - $80k
...personalized financial planning and investment management services across the United States. Position Overview Senior Client Service Associate in the High Net Worth team in... ...client paperwork, system setup, and follow‑up on fund transfers. Maintain client records in Salesforce...Temporary workWork at office
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