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As part of its business expansion strategy, CSC GFM is seeking an Investor Services Senior Associate with 3-5 years of experience to support the investor activities for our Private Equity clients.
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Every Investor Services Administrator will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients' risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services.
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With a background in finance and investor relations, Corr has held key positions, including Chief Financial Officer for Mastercard’s data and services activities. Before he was appointed Head of Investor Relations, Devin Corr served as Chief Financial Officer for Mastercard’s data and services activities.
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Investor Group Services (IGS) is a boutique consulting firm with a distinguished reputation, serving Private Equity companies and their portfolio companies. Investor Group Services (IGS) invites undergraduates with a strong analytical skillset to apply for the Decision Analytics Associate role.
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Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
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In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
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As part of its business expansion strategy, CSC Fund Solutions is seeking an Investor Services Senior Associate with 3-5 years of experience to support the investor activities for our Private Equity clients.
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Investor Services Senior Associate. The candidate will maintain the fund administration system used to manage all investor records, handle investor queries, process investor capital activity, support investor AML/KYC validations, interface with clients as well as manage multiple client deliverables ensuring superior client service and delivery.
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Build and Solidify Skills: You ll continue to spend four days a week working from home and one day a week in an Investor Center, where you ll support customers with increasing complexity to develop and hone your skills.
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The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
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You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
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Job Description: Financial Services Representative Have a passion for helping people? During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
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Financial Services Representative. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Once you complete this training journey, you ll transition to working fully on-site in an Investor Center.
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Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
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We assist companies and non-profit organizations in delivering benefits to their employees. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
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