The Position
We are hiring entry level Investor Services Representatives. Investor Services Representatives are responsible for:
- Building and maintaining strong client relationships
- Acting as primary communication and inquiry point for their clients’ investors
- Providing a full range of services to institutional and high net worth investors and relevant and timely investor information to hedge fund managers
Qualifications and Experience
- Demonstrates superior verbal and written communication skills
- Communicates complex concepts comfortably and proficiently in both verbal and in written form
- Demonstrates effective client service-oriented attitude
- Learns quickly to work with new systems and technology
- Experience reviewing and understanding legal documents, entity formation documents (such as foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, client and company policies, and regulatory guidance a plus
- Desires, and is able, to learn quickly, adapts to change and growth, and thrives in a fast-paced environment
- Possesses a strong work ethic and is detail-oriented, thorough, organized, and conscientious
- Successful experience working in a team and enjoys establishing and nurturing positive relationships with coworkers, clients, and business partners.
Education Requirements
Application Requirements
- Please be sure to include an updated resume with your application. Cover letters are read and considered, although they are not required.
Benefits
- Health insurance
- Dental insurance
- Paid time off
- 401(k) matching
- Work from home
- Life insurance
- Disability insurance
- Flexible spending account
- Employee assistance program
- Health savings account
- Parental leave
- Commuter benefits
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