Investor Services Specialist: Onboarding & Client Support
Ultimus Fund Solutions
Ultimus Fund Solutions seeks an Investor Services Associate to handle day-to-day investor correspondence, maintenance and review of investor records, and timely onboarding. You will respond to client and investor inquiries with high accuracy and on schedule. In addition to daily duties, you may back-up other team members, interact with IT, Treasury, and accounting staff, and assist in AML/KYC, subscriptions, redemptions, and audits while managing multiple projects under time constraints. #J-18808-Ljbffr Ultimus Fund Solutions
$77k - $105k
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$170k - $230k
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...Salesforce implementation services to global... ...have won the loyalty of clients around the world. We are... ...clients globally. The onboarding environment is fast-paced... ...requiring Client Onboarding Specialists to manage multiple... ...to Technical Support as needed. Client Training...Temporary workTraineeshipImmediate startFlexible hours$150k - $190k
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$120 per hour
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About the Role We're hiring an Investor Services Associate at our FINRA/SEC-registered broker... ...-order (NIGO) items. You'll also keep onboarding and communication records accurate. The... .... Operations & Compliance Support • Follow department procedures and flag...Full timeInternshipWork at office$20 - $26 per hour
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$155k - $185k
About the RoleiCapital is looking for a Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team to review investor... ...the Subscription Document Review team.Manage client engagements and relationships.Review, track, and maintain investor...Full timeWork at officeRemote work
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