Fund Services Simplified
Investor Onboarding Associate
Location
United States
Posted
21 hours ago
Salary
$45K - $60K / year
Seniority
Mid Level
Job Description
Investor Onboarding Associate
Fund Services Group
• Deliver white glove service and honor the FSG Principles while: • Preparing and coordinating subscription agreements for investments into clients’ funds • Managing ongoing workflows for subscription agreements in automated investment platforms • Opening and maintaining 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
Job Requirements
- 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 - 1/3 rd of our profits (no matter how much) are shared with our team in bonuses each quarter
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