Head of Investor Services

Job Description Saturna Capital is seeking an Investor Services Supervisor to provide leadership and oversight for the Investor Services team while ensuring exceptional client service and strong operational controls. This role is responsible for daily workflow management, staff development, and maintaining a robust risk and control framework across client service, transaction processing, and account maintenance activities. The successful candidate will be a proactive, hands-on leader who takes full ownership of departmental performance, drives process efficiencies, and collaborates cross functionally with Compliance, Legal, Operations, and other departments to support consistent, high-quality service delivery.

Bellingham, WA – on site
Provide day‑to‑day leadership, direction, and support to the Investor Services team.
Oversee training, evaluate staffproficiency, and assess ongoing staffing needs to ensureappropriate coverageand service levels.
Ensure coverage of the department and all departmental tasks, including client service, transaction processing, and account maintenance.
Approve new brokerage accounts and oversee related documentation and compliance requirements.
Participate in the client service queue as needed to meet service standards and support team workload.
Research, train, and implement industry changes whilemaintainingand enhancing operations standards and procedures.
Coordinate with other departmentsregardingaudits, time off planning, and cross‑training initiatives.
Ensure the Business Continuity Plan for Investor Services is current, functional, and tested asappropriate.
Review work output and documentation to ensure accuracy, completeness, and adherence to policies.
Problem‑solve complex or troubled accounts and provide the team with escalated issue resolution support.
Manage user access and log‑ins for vendor and internal systems within the department.
Partner with other operations managers to scope, prioritize, and manage timelines for departmental and cross‑functional projects.
Sign operational documents and approvals asrequiredforSaturnaOperations.
Ensure applicable regulatory filings and operational obligations are completed accurately and on time.
Ability to work effectively with a diverse group of customers and internal stakeholders.
Strong knowledge of financial products and personal finance, andproficiencywith Investor Services departmental processes.
Proven ability to motivate, develop, and lead a team in a high‑volume, service‑oriented environment.
Excellent computer skills, including the ability to learn new systems quickly; strong Microsoft Word and Excel skills; Ability to successfully complete pre‑employment requirements such as a logic test, background and credit check, and reference check.
Bachelor’s degree in business, finance, accounting, or an equivalent combination of education and experience.

• Strong leadership and communication skills witha track recordof leading teams in financial services.
• 7–10 years ofcustomer service andmanagerial experience with a financial institution.
• 100% company-paid medical premium for employees; Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
• Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days off after first year of service
• 10 paid holidays (per NYSE holiday schedule)
• Adult continuing education and professional development assistance
• Home-buyer assistance program

Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $9 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. CA Residents, please see our privacy notice here: -center