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Investor Services Associate Jobs

Senior Associate, Investor Operations (Cash Team)
By MUFG Investor Services At Halifax, Nova Scotia, Canada
0-2 years experience in financial services, fund administration, asset management, banking or client service
Support management in department initiatives, projects and risk mitigation
Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard
Diploma or Bachelor's degree in a business related field preferred or relevant experience
Knowledge of Investor Services processes and related functionalities an asset
Existing client/customer service experience would be ideal
Senior Associate, Investor Services
By SS&C Technologies At Mississauga, Ontario, Canada
Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
Communicate pending transactions to fund management as required.
Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
Investor Services Advisor, Us
By Invest in Canada | Investir au Canada At Canada
Strong project management and organizational skills.
Undergraduate degree in Public Administration, Commerce, Finance, Economics, International Business or in a related field.
5-7 years of related experience (government – economic development, programs/policy, business development, sales and/or investment promotion)
Knowledge of the US market and the business culture, and the ability to promote Canada’s value proposition to these markets.
Knowledge of government departments, programs, and processes.
Excellent verbal and written communication skills
Investor Services Associate Jobs
By OurCrowd At Toronto, Ontario, Canada
Manage inbound communications from investors and investor relations representatives regarding investment queries via email and telephone.
Collaborate with the Product Development team in troubleshooting platform issues and enhancing the OurCrowd platform, ensuring an improved investor user experience.
Bachelor's degree or relevant work experience.
0-2 years of experience in financial services or client services.
Excellent verbal and written communication skills in English; proficiency in other languages is a plus.
Strong attention to detail, superb organizational skills, and a process-driven approach.

Are you looking for an opportunity to join a fast-paced, innovative team and make a real impact? We are looking for an Investor Services Associate to join our team and help us provide exceptional customer service to our clients. As an Investor Services Associate, you will be responsible for providing timely and accurate responses to client inquiries, processing transactions, and ensuring compliance with regulatory requirements. If you have a passion for customer service and a desire to make a difference, this is the job for you!

An Investor Services Associate is responsible for providing customer service and administrative support to clients of a financial services firm. They are responsible for processing transactions, responding to customer inquiries, and providing general support to the firm's clients. They must have a strong understanding of the financial services industry, as well as excellent customer service and communication skills. To become an Investor Services Associate, you will need to have a high school diploma or equivalent. You may also need to have some experience in the financial services industry, such as working as a customer service representative or in a related field. Additionally, you should have strong computer skills and be familiar with financial software programs. The skills required for an Investor Services Associate include excellent customer service and communication skills, as well as strong problem-solving and organizational skills. You should also have a strong understanding of the financial services industry, as well as the ability to use financial software programs. The knowledge required for an Investor Services Associate includes an understanding of the financial services industry, as well as the regulations and laws that govern it. You should also have a strong understanding of financial software programs and the ability to use them effectively. The responsibilities of an Investor Services Associate include processing transactions, responding to customer inquiries, and providing general support to the firm's clients. They must also ensure that all transactions are completed accurately and in a timely manner. The experience required for an Investor Services Associate includes working in the financial services industry, such as working as a customer service representative or in a related field. Additionally, you should have strong computer skills and be familiar with financial software programs. The qualifications required for an Investor Services Associate include a high school diploma or equivalent. You may also need to have some experience in the financial services industry, such as working as a customer service representative or in a related field. Additionally, you should have strong computer skills and be familiar with financial software programs. The education required for an Investor Services Associate includes a high school diploma or equivalent. You may also need to have some experience in the financial services industry, such as working as a customer service representative or in a related field. Additionally, you should have strong computer skills and be familiar with financial software programs. Tools that help Investor Services Associates work better include financial software programs, customer relationship management (CRM) software, and customer service tracking software. Additionally, they should be familiar with the regulations and laws that govern the financial services industry. Good tips to help Investor Services Associates do more effectively include staying organized, staying up to date on industry regulations and laws, and staying in communication with clients. Additionally, they should be proactive in responding to customer inquiries and be willing to go the extra mile to ensure customer satisfaction.

Common Investor Services Associate interview questions include:

• What experience do you have in the financial services industry?
• How would you handle a difficult customer?
• What financial software programs are you familiar with?
• What do you think sets you apart from other Investor Services Associates?
• How do you stay up to date on industry regulations and laws?