Investor Services & Onboarding Specialist
$65k - $70kStandish Management UK
Standish Management UK in San Francisco is looking for an Investor Services Specialist to engage with clients and investors, ensuring a superb experience in fund administration services. Key responsibilities include managing client requests, assisting with financial reporting, and maintaining investor CRM information. The ideal candidate will have a Bachelor’s Degree, proficiency in Microsoft Office, and experience in a client-oriented office environment. Compensation range is $65,000 - $70,000 annually based on experience and qualifications. #J-18808-Ljbffr Standish Management UK
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investor Services & Onboarding Specialist in San Francisco, CA vacancy
$125k
...USVC Investor Services Specialist We're on a mission to allow everyone to own a stake in the future being built by private technology companies... ...investors across mediums (email, phone) Run investor onboarding support, including supporting compliance intake...SuggestedWork at office2 days per week$55k - $65k
...Investor Services Specialist Denver, Colorado, United States; San Francisco, California, United States We are a provider of specialized... ...Updating investor information Assisting with new investor onboarding Financial information questions Assist with...SuggestedWork at officeFlexible hours- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-touch administrative support to Financial Advisors... ...of client inquiries, coordinate meetings, and assist with onboarding, liquidity events, and investment monitoring. The role...Suggested
- ...Investor Relations, Client Services AssociateLocation: San Francisco | Hybrid (4 days in, 1 remote)Industry: Asset Management / Financial ServicesFirm Style: Collaborative, fast-paced, and high-performingYou're a Great Fit If You:Have 4–6 years of experience within investment...SuggestedWork at officeRemote work
A-Frame Search
San Francisco, CA4 days ago $46.55k - $67.1k
...Client Onboarding Specialist As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of... ...processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists. Review and verify...SuggestedRemote workSpotOn: Sales
San Francisco, CA2 days ago- Citi in San Francisco is seeking a seasoned onboarding professional to apply deep disciplinary knowledge to improve processes within Banking, Credit and Investments. You will partner with sales teams and internal partners to deliver a seamless client experience and ensure...
- ...firm in San Francisco, seeks a Talent Acquisition Coordinator to support our Talent Management team with full-cycle recruiting and onboarding operations. You will guide new hires from offer to orientation, coordinate onboarding logistics, and maintain ATS and HRIS data...
$145k - $155k
Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development... ...of multifamily real estate, is seeking a SeniorAssociate, Investor Services in our San FranciscoOffice.The Senior Associate, under the...Full timeLocal areaVisa sponsorshipWork visa$176k - $264k
...automotive, and smart infrastructure markets. As a dedicated Investor Relations leader, you will strengthen Ouster’s engagement with... ...manage and expand quality research coverage; lead outreach and onboarding for new analyst coverage initiations.Track and synthesize sell...Work experience placementLocal area- ...the status quo” and transform the finance industry together.The Investor Relations team is part of the broader Finance organization at... ...across diverse stakeholder groups.Experience within financial services, banking, wealth management, brokerage, asset management, or other...Full timeRelocation
$90k
About the RoleChime is looking for an Investor Relations Associate to join our IR team at a pivotal moment in the company's public market... ...company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools...Full timeWork at officeLocal areaRemote work$330k - $410k
...Role Overview As Cohere’s first dedicated Investor Relations hire, you will build a foundation for structured investor engagement, ensuring transparency, strategic storytelling, and alignment with financial stakeholders. This role is critical for Cohere’s market positioning...Local areaRemote workHome officeCohere
San Francisco, CA3 days ago$330k - $410k
...enterprise AI platform and expanding globally. As our first dedicated Investor Relations hire, you will build the foundation for structured... ...of Scams: Cohere will never ask for payment or third-party services (e.g., CV writing) as part of our hiring process. All legitimate...Full timeWork at officeLocal areaRemote workHome officeVisa Hunt
San Francisco, CA4 days ago$200k - $350k
...to building the technology that powers the future. About the Role Nscale is seeking an experienced and strategic Director of Investor Relations to advance our investor narrative and build strong relationships with the Wall Street community at an important stage of...Flexible hoursNscale
San Francisco, CA2 days ago$425k
...About the Role Anthropic’s Investor Relations team is responsible for managing the company’s engagement with its investors and the broader financial community. The Director of Investor Relations will build the company’s investor engagement and investment narrative,...Work at officeVisa sponsorshipFlexible hoursDoist
San Francisco, CA18 hours ago- ...Mistral AI, Inworld AI, Luma AI, Atropos, Groq, and other startups. About the Role: We are looking for an experienced Head of Investor Relations to establish and lead the investor relations function for our venture capital business. As the first hire in this role,...
HANWHA ASSET MANAGEMENT USA LTD
San Francisco, CA3 days ago - ...every part of the employee lifecycle in a single system.Take onboarding, for example. With Rippling, you can hire a new employee anywhere... ..., CA, Rippling has raised $1.4B+ from the world’s top investors—including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks,...Work at office3 days per week
$170k - $270k
...the globe. Valued at US$11 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures,... ...qualifications:Experience in technology, financial services and/or experience in a high growth environment is advantageousApplicant...Temporary workWork at officeLocal areaWorldwide- ...this job is all about being at the center of the action! This high-visibility, high-impact role sits at the intersection of M&A and investor relations within the Superhuman Finance org, partnering with the executive team to formulate and execute our M&A strategy, build...Remote workWork from homeWorldwideHome officeFlexible hours
- ...026, we raised a $150M Series C. We are backed by world-class investors and operators including Khosla Ventures, Sequoia, Blackstone,... ...Snowflake).About the RoleWe're looking for someone who can build our onboarding program and own it end to end - from offer acceptance through...Work at officeFlexible hours1 day per week
- ...the status quo" and transform the finance industry together.The Investor Relations team is part of the broader Finance organization at... ...across diverse stakeholder groups.Experience within financial services, banking, wealth management, brokerage, asset management, or other...Relocation
Charles Schwab
San Francisco, CA1 day ago - ...Job Description Will advise mid‑sized and large companies in every industry on both projects and long‑term programs. In addition to investor relations, the Director will manage communications around financial transactions, shareholder activism and crisis situations. The...
SRI
San Francisco, CA2 days ago - ...partners with innovative founders who are developing technologies and services that can improve patient outcomes and reshape the healthcare... ..., long-term value creation. Role Description The Director of Investor Relations is a full-time, hybrid role based in the San...Full timeWork from home
Springtide Inc
San Francisco, CA4 days ago - Twin Peaks Wealth Advisors is seeking a Client Services Associate to drive the onboarding, funding, and money movement processes that underpin a flawless client experience. You’ll manage account openings across custodians, ensure precise transfers, and keep CRM data audit...
- ...Costanoa Ventures Investor Opportunity Costanoa Ventures is hiring an investor with a focus in national security and deep tech to join our team in San Francisco. We're looking for someone deeply curious, self-directed, mission-driven, and obsessed with technology and...
- ...Manager, Investor Relations Lambda, the superintelligence cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous...Work at officeLocal areaWork from homeFlexible hours
Lambda Corporation
San Francisco, CA3 days ago $200k - $250k
...A leading investment firm in San Francisco is seeking an Associate for Investor Relations. This role focuses on managing investor inquiries, preparing reports, and supporting fundraising activities. Candidates should have 2-4 years of experience in investor relations...Full timeConfidential Company
San Francisco, CA3 days ago$300k
...Investor - Open Core VenturesRemote - Strong Preference for SF Bay AreaAbout Open Core VenturesAs software has eaten the world, open source is eating software. - Peter LevineCommercial open source software companies have captured hundreds of billions in enterprise value...Interim roleOpen Core Ventures
San Francisco, CA3 days ago- ...Job Title Investor Salary Not Disclosed Company Description Village Global is an early-stage venture capital firm chaired by Reid Hoffman and backed by iconic founders like Jeff Bezos, Bill Gates, and Anne Wojcicki. Operating a unique network-based strategy, they lead...
Jack & Jill
San Francisco, CA4 days ago $200k - $250k
...Base pay range $200,000.00/yr - $250,000.00/yr Key Responsibilities Investor Relationship Management Customer service focused contact for investors, advisers, and custodians responsible for onboarding, responding to inquiries, and providing reports and statements. Update...Full timeConfidential Company
San Francisco, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Services & Onboarding Specialist. Be the first to apply!
Related searches
- health service specialist San Francisco, CA
- office service associate San Francisco, CA
- patient service specialist San Francisco, CA
- flight service specialist San Francisco, CA
- food service officer San Francisco, CA
- service administrator San Francisco, CA
- human services specialist San Francisco, CA
- honda service advisor San Francisco, CA
- public service officer San Francisco, CA
- services specialist San Francisco, CA