Fund Services Group · 1 day ago
Investor Onboarding Associate
Houston, TX
Full-time
Remote
Entry Level
$45K/yr - $60K/yr
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Insider Connection @Fund Services Group
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Responsibilities
Preparing and coordinating subscription agreements for investments into clients’ funds
Managing ongoing workflows for subscription agreements in automated investment platforms
Opening and maintaining bank and brokerage accounts for client’s funds
Managing e-mail and telephone conversations with our clients’ investors in a timely manner
Conducting quality control processes around investor onboarding documentation, systems and processes
Qualification
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Required
Be a team player with a persistent work ethic
Learn all we teach you quickly, comprehensively, and enthusiastically
Be exceptional in your organizational, written and communication skills
Have an impeccable attention to detail
Be exemplary in prioritization and multi-tasking in a high volume, high speed environment
Be proficient in Microsoft Office Suite
Benefits
Comprehensive benefits
Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter
Company
Fund Services Group
Fund Services Group is a financial service company that specializes in investment, investor, and compliance operations.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Isaiah Massey
Managing Partner
Company data provided by crunchbase
