Investor Services Specialist | Client-Focused Ops
Mission Staffing
Mission Staffing is seeking a professional in New York to join their Investment Manager team. The role requires reviewing offering-related material and engaging with various teams to ensure efficient transactions for investors. Ideal candidates will have active SIE, Series 66 and/or Series 7 licenses, along with 2+ years of relevant experience in client service or financial operations. A strong client-first approach is essential for success in this role. #J-18808-Ljbffr
- ...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...SuggestedFull time
$140k - $185k
A recruiting agency seeks an Investor Services Specialist in New York, NY. The role focuses on providing operational and client support to investor relations and portfolio teams. Responsibilities include managing investor inquiries, preparing reports, and coordinating...Suggested- A leading investor communications platform in New York is looking for a Client Services professional to enhance communication with clients. The ideal candidate is detail-oriented and possesses excellent communication skills. Responsibilities include managing client inquiries...SuggestedRemote work
$130k - $260k
...premier asset management firm, focused on delivering unique insight and... ...global institutional investors. Our investment process is driven... ...About Your Role Client Investment Research Analysts play a vital role in service of Bridgewater's overall client...SuggestedContract 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...SuggestedWork at office- ...and operates insurance companies with a focus on life and annuity underwriting,... ...finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled... ...60‑year track record of exceptional client service. Aquarian continued to deepen its expertise...Work at officeLocal area
$140k - $185k
...This Posting This job description represents a sample Investor Services Specialist position commonly found through the Career Launch... ...typically associated with roles that focus on investor support, client operations, and service management . Actual openings...Full time- ## Client Executive, Investor Services - SVPApplyremote type: Hybridlocations: New York New York United Statestime... ...a fast-moving environment, shifting focus rapidly in response to client and... ..., enabling collaboration with specialists across custody, fund services, product...Work at officeRemote workWorldwideShift work
- Investor's Services- Solution Sales Specialist - Asia South (SVP) Job Req Id: 26959124 Location(s): Singapore, Singapore... ...driving revenue growth, deepening client relationships, and expanding... ...challenges. Develop and execute client-focused strategies to enhance the firm's...Full time
$185k - $205k
...AVP - Account Manager - Sports & Gaming Client Focus Location: Remote with travel as... ..., Digital Engineering, F&A, CX Ops), and ensuring alignment between client... ...existing accounts with new solutions and services. ~ Build and maintain a healthy...Contract workRemote work- ...Banker SAFE Act in New York. This entry-level role focuses on enhancing customer loyalty and assisting with sales and service activities. You'll work on business credit requests, build referral opportunities, and deepen client relationships through effective service. Ideal...
- ...seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial planning. The... ...should have FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client relationships....
- ...**Principal**to serve as **Head of Strategy and Product for** **Client Platforms Technology**, the engineering team responsible for all... ...brings a proven track record of **strategic thinking and a pragmatic focus.** **PRIMARY FUNCTIONS:*** Partner with business leadership to...Temporary workWork experience placementLocal areaFlexible hours
- ...and most ambitious founders who are creating a better future. We focus broadly on the technology areas of AI, blockchain, fintech,... ...pursuing the imagined and impossible. Our entire team of top-tier investors, operators, marketers, and sales and business developers are...Worldwide2 days per week
- 181 SEI Global Services, Inc. is seeking an Investment Manager Services professional focused on the Alternative Investment Funds Investor Services Team. This role is responsible for onboarding investors into hedge and private equity funds, ensuring regulatory compliance...Remote workFlexible hours
- ...Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York, NY, to support client-focused business development and service efforts. This role involves managing a book of 150-250 clients and onboarding new clients while acting as the primary trusted advisor. Ideal...
$150k - $230k
...range: $150,000.00/yr - $230,000.00/yr Our client is a prominent Midtown NYC Private... ...Associate to their growing Client Strategy & Investor Relations team. Ideal candidate must be... ...with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar...Full timeWork at office- ...Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions. This role focuses on serving TD Wealth clients by understanding their unique financial needs and goals. The ideal candidate has a bachelor's degree, 2+ years of...
- ...its Floral Park or New York locations. This is a full-time hybrid position focused on tax, accounting, audit, and advisory services. The role takes a hands-on approach with small-business clients, ensuring comprehensive service and support. Senior Associates at Wffacpa...Full time
$125k - $150k
...and long-term value for our investors, the companies we invest in,... ...include investment vehicles focused on private equity, real estate... ...capability to these firms and their clients and provides ongoing product... ...with global Investor Services colleagues to provide support...Local areaFlexible hours$130k - $140k
...HedgeServ Corporation is seeking an Investor Services Manager to oversee a team delivering comprehensive investor services to clients. The ideal candidate will have a degree in Accounting, Finance, Legal, or Business with a minimum 3.0 GPA and strong analytical skills....$130k
...SCALIS is hiring for an Investor Relations Strategy & Ops lead to guide startup CEOs in raising capital. This remote role requires expertise in investor relations and a strong operational background. Candidates should have over 5 years of startup experience and possess...Remote work$345k - $400k
...A transactions, a good grasp of corporate law, and effective deal management skills. The position offers a competitive salary range of $345,000-$400,000 plus bonuses and substantial autonomy in client interactions and matter management. #J-18808-Ljbffr Considine Search- A family-owned automotive service provider in Pennsylvania is seeking an experienced Service... ...main point of contact, you will greet clients, schedule appointments, and manage their... ...attention to detail and a customer satisfaction focus. Enjoy a positive work environment with...
- ...A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial... ...and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support...Flexible hours
$80k
...WizeHire, Inc is seeking a Financial Advisor to aid clients in implementing financial recommendations and providing tailor-made financial... ...-building skills, and have a previous success in financial services. Compensation at plan earnings starts at $80,000 or more. #J-18...$32 - $38 per hour
...Cetera Financial Group is seeking a Financial Planning Support Associate II in New Jersey. This role involves managing client inquiries, preparing review materials, and assisting Financial Planning Consultants. Ideal candidates should have a high school diploma and 2-...Hourly pay$130k
...everyone, having helped founders raise $250M+ to date. As our Investor Relations Strategy & Ops lead, you will partner directly with startup CEOs to... ...founders and the Capital Department leadership team, you will focus on the strategic communication and operational management...Permanent employmentRemote workDay shift$85k - $95k
...Yieldstreet is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients managing private market portfolios. This role demands clear communication and a strong understanding of investment concepts to assist investors effectively...$100k - $130k
...property management company in New York is seeking an experienced Finance Manager to oversee financial reporting and client management. The role focuses on enhancing client relationships and ensuring effective communication across departments. Ideal candidates will have...Full time
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