CSC · 17 hours ago
Senior Investor Services Specialist
West Orange, NJ
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $105K/yr
3+ years expCSC is a global business, legal, and financial services company based in Wilmington, Delaware, providing knowledge-based solutions to clients worldwide. They are seeking a Senior Investor Services Specialist to maintain the contact database for investors, handle investor queries, and manage multiple client deliverables ensuring superior client service.
ConsultingLegal
No H1B
Responsibilities
Interact with clients and their investors
Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports)
Post information to website portal for investors to retrieve
Process and report investor activity such as capital calls, distributions, redemptions, etc
Distribute correspondence to investors and potential investors via email
Monitor client email accounts and respond to investor inquiries
Manage multiple portals and databases (ViewPoint, Investran, Intralinks)
Complete subscription document review and AML/KYC services
Help with updating internal policies and procedures
Keep track of multiple deliverables, deadlines, and follow-ups
Set-up and/or Review VP New Investors, Users, and updates
Submit and Review Uploads for one-off client requests/needs
Review Subscription and Transfer checklists
Provide effective feedback
Provide open project updates
Oversee associate team members
Assist with training new staff
Internal responsibilities (status reports, time tracking, etc.)
Qualification
Required
3-5 years of experience
Business degree or equivalent experience
Excellent verbal and written communication skills
Attention to detail
Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge)
Strong organizational skill and ability to multi-task
Adaptable to new and changing technologies
Excellent analytical and problem-solving skills
Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required
Preferred
AML/KYC background preferred
Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required
Benefits
Annual success-sharing bonuses or commission plans based on individual performance
A range of support to colleagues with disabilities
Company
CSC
CSC is the world’s leading provider of global business administration and compliance solutions, specialized administration services to alternative asset managers across fund strategies, capital markets transactions in public and private markets, domain name system management and digital brand and fraud protection, and corporate tax software solutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Chris Salafatinos
CFO
E.J. Dealy
Chief Financial Officer and Executive Vice President of Corporate Development
Recent News
2025-11-19
2025-11-04
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