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Stone Coast Fund Services · 1 week ago

Investor Services Representative I - June 2026

Portland, ME

Full-time

Hybrid

New Grad, Entry Level

$54K/yr - $56K/yr

Stone Coast Fund Services is a fast-paced financial services company seeking entry-level Investor Services Representatives. In this role, you will build client relationships and provide support to high net worth and institutional investors while gaining industry knowledge.

ConsultingFinancial ServicesInsurance

Culture & Values

Responsibilities

Build and maintain strong client relationships

Act as a primary point of communication and inquiry for clients’ investors

Provide comprehensive support and timely information to high net worth and institutional investors and hedge fund managers

Gain understanding of fund structures, investor transaction documents, and applicable laws and regulations for the industry

Qualification

Client relationship managementVerbalWritten communicationUnderstanding fund structuresDetail-orientedQuick learnerTeam-orientedAdaptability

Required

Professional communicators with strong verbal and written skills

Able to explain complex concepts comfortably and clearly

Focused on providing a high level of client service

Quick learners, especially with new systems and technology

Adaptable and thrive in fast-paced, evolving environments

Detail-oriented, organized, and conscientious

Team-oriented and enjoy building positive relationships with colleagues and clients

A four-year college degree is required

Preferred

Familiar with, or interested in, legal and entity formation documents (like foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, and regulatory guidance

Cover letters are appreciated but optional