Investor Onboarding Associate

🔥 1 minute ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Fund Services Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

💳 Fintech

💸 Finance

🤝 B2B

Fintech • Finance • B2B

Fund Services Group is a financial services firm that specializes in providing outsourced CFO, investor, and IT services for private fund sponsors. Established in 2021, the company focuses on fostering long-term partnerships and enhancing the investor experience through tailored services. With a dedicated team and growing assets under service, Fund Services Group aims to alleviate operational challenges for fund sponsors, allowing them to concentrate on capital generation and allocation.

📋 Description

• 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

🎯 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