CIT Onboarding Specialist — Investor Services
PVH (Tommy Hilfiger/Calvin Klein)
SEI is seeking a Specialist to join the Collective Investment Trust Admin team within the Investment Manager Services Division. The role focuses on onboarding investors into CIT funds and providing expert support across related functions. The ideal candidate has a BA/BS in a related field and at least 2 years in investor services or fund administration, with strong Excel and communication skills to service clients and collaborate with stakeholders. #J-18808-Ljbffr PVH (Tommy Hilfiger/Calvin Klein)
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the CIT Onboarding Specialist — Investor Services in New York, NY vacancy
$100k - $110k
...Investor Services SupervisorSkip to main content# Work With UsInvestor Services Supervisor page is loaded## Investor Services SupervisorApplylocations: Dallas, TX: New York, NY: Raleigh, NCposted on: Posted 2 Days Agojob requisition id: R6635At HedgeServ, we’re redefining...SuggestedContract workWork at officeRemote workHedgeServ Corporation, HedgeServ Limited
New York, NY3 days ago- ...Act as the primary client and internal escalation point, resolving complex investor and operational issues while maintaining strong relationships and service standards. Oversee client onboarding and fund launches, coordinating cross‑functional partners to ensure timely,...Suggested
Jobtailor
New York, NY8 hours ago $80k - $150k
...Manager, Alternative Investor Services The Alternative Investor Services Team delivers comprehensive fund administration for domestic... ...and due diligence, reporting and communications, and investor onboarding and maintenance. By leveraging our expertise and technology,...SuggestedOngoing contractSS&C Technologies Holdings
New York, NY7 hours ago$75k - $82k
...every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years,... ...the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long‑term...SuggestedWork at officeWorldwide- ...launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that... ..., building on its 60‑year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its...SuggestedWork at officeLocal area
$125k
...Investor Services Specialist USVC is seeking an Investor Services Specialist to own the self-directed investor experience. This supports every... ...of contact for USVC's investors: inbox, call center, onboarding support, and the escalations that could otherwise land with...Work at office2 days per week$90k - $130k
InforCapital, partnership seeks a Senior Investor Services Analyst in New York to support investor relations and accounting for private equity clients. The position involves data collection, reporting, and managing cash flow projections, along with ESG and fundraising data...- ...growing hedge fund situated in Midtown, Manhattan, is hiring an Investor Services Associate for a full-time position. The successful candidate... ...manage third party servicing teams, and assist with client onboarding. Required qualifications include a Bachelor's Degree and at...Full time
- Better Tomorrow Ventures is looking for an Investor Services Specialist to manage the self-directed investor experience and support retail investors at USVC. This role involves building support functions and maintaining investor communications. The ideal candidate should...2 days per week
$125k
AngelList, LLC is seeking an Investor Services Specialist based in New York to manage the self-directed investor experience. In this pivotal role, you will serve as the primary point of contact for investors, offering support through various mediums and building scalable...$140k - $185k
...About This Posting This job description represents a sample Investor Services Specialist position commonly found through the Career Launch AI... ...operations teams to resolve investor-related issues Support onboarding of new investors and maintenance of investor records...Full time$130k - $140k
HedgeServ is seeking an Investor Services Manager for our New York office to oversee a team delivering comprehensive investor services. Responsibilities include managing client transactions, preparing investor reports, and ensuring compliance with AML/KYC regulations. The...Remote jobWork at office$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City. The role involves executing end-to-end investor onboarding workflows and managing data within CRM systems. Candidates should have over three years of experience in financial services, particularly...- ...and a collaborative approach to client service. The culture is built on trust, accountability... ...a strong attention to detail. Position: Investor Services Senior Associate Overview This... ...investor experience Assist with onboarding new investors and enhancing investor servicing...Work at office
- Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking an Investor Services Associate for a full-time position! Responsibilities:... ...activity reports Review and approve monthly expenses Assist with onboarding new clients Keep lists of approved funds and participants...Full timeWork at office
$90k - $100k
Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. 23 hours ago Be among the first 25 applicants Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. Get AI-powered advice on this job and more exclusive features....Full timeInternshipRemote work- ...DDQs and performance reports, and support onboarding and KYC processes to ensure timely... ...informed on market developments, deliver investor-specific reporting, and share insights with... ...internal teams to maintain a client-centric service culture across #J-18808-Ljbffr Wilshire
- ...resume when applying. Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have...
$90k - $115k
...Responsibilities Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction... ...compliance, cash reconciliation, etc. Support the operational onboarding of TPG Funds to global service providers and distribution platforms...- ...process from first contact through case setup, ensuring a smooth onboarding experience. Responsibilities include managing client intake,... ...records. The ideal candidate should have experience in client services and excellent organizational skills. This is a full-time, in-...Full timeWork at office
- Citigroup Inc. is seeking a Solution Sales Lead within Investor Services to own and develop client relationships ensuring revenue growth and satisfaction. Responsibilities include building long-lasting client relationships, negotiating contracts, and understanding client...
- Mission Staffing is seeking a Client Service Specialist to join its client service team in New York. This role offers an excellent opportunity... ..., client-first environment, supporting sophisticated investors. The ideal candidate will possess 1.5+ years of experience in...
- HedgeServ Corporation in New York is seeking an Investor Services Supervisor to oversee a team and ensure effective processing of investor transactions. The role involves liaising with investors, reviewing documentation, and preparing reports while providing exemplary service...
- CitiService Investor Custody Group Manager Apply (opens in new window) Job Req Id: 26961785 Location(s): Dublin, Leinster, Ireland Job... ...trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Citi has had a...Full timeCasual workWork at officeLocal areaWork from home
$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions and infrastructure partner for private markets asset managers.... ...Key Responsibilities: Execute end-to-end employee investor onboarding and limited partner (LP) transfer workflows, coordinating across...- ...Applicants should have over 8 years of experience in client relationship management within financial institutions and a strong understanding of the Custody and Fund Services industry. Citi offers a competitive benefits package and a hybrid working model. #J-18808-Ljbffr CitiContract work
$130k - $140k
HedgeServ Corporation is seeking an Investor Services Manager for our New York office. In this role, you will manage a team responsible for providing comprehensive investor services to our clientele, ensuring accurate processing of transactions and reporting. The ideal...Work at office- Atlas Search in New York is seeking an Investor Services Senior Associate to manage investor communications and servicing activities across various private market funds. Ideal candidates will have a minimum of 2 years of experience in fund operations and the ability to...Work at office
- ...credit hedge fund based in New York is seeking a Client Services Associate to enhance investor relations and client servicing efforts. The role... ...as a primary contact for client queries, supporting the onboarding process for new investors, and coordinating investor communications...Work at office
- ...contribute to operational, client and regulatory meetings in order to maintain and improve client service Provide coaching, training and leadership as necessary to the Investor Services team Act as an escalation point and problem solver for the team, ensuring action plans...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CIT Onboarding Specialist — Investor Services. Be the first to apply!
Related searches
- recruiting coordinator remote New York, NY
- lead recruiting coordinator New York, NY
- entry level recruiting coordinator New York, NY
- recruitment consultant New York, NY
- recruiting coordinator New York, NY
- work from home recruitment consultant New York, NY
- onboarding specialist New York, NY
- remote recruitment consultant New York, NY
- senior recruitment consultant New York, NY
- recruiting operations coordinator New York, NY