Investor Onboarding Associate

🔥 13 minutes ago

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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