Investor Services Specialist

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors. Responsibilities: • Respond to client and investor requests including but not limited to: • Granting access to the investor portal • Updating investor information • Assisting with new investor onboarding • Financial information questions • Assist with completing audit documents • Assist with ad-hoc projects such as: • Financial and Tax reporting • Capital call and distribution tracking • Wire preparation • Compile and organize investor CRM information with updated and accurate client information • Communicate and provide information to the technology team to set up client portals • Run Anti-Money Laundering (AML) reports and update AML database as needed • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs • Assist in financial reporting, tax preparation, audit preparations and other fund administration activities. • Engage in project management of team deadlines, client requests and other ongoing projects and tasks. • Responsibly secure and handle sensitive financial and personal datea • Maintain dialogue and build relationships with client personnel and investors (LPs) Qualifications and Experience: • Bachelor’s Degree required • Experience in a client-oriented office environment, preferably in a related industry • Proficiency in Microsoft Office applications, particularly Excel and Outlook • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small • Proven ability to manage competing priorities and deadlines • Ability to effectively communicate to team members • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm Benefits: • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options • Comprehensive disability/maternity and paternity plans • 401K • Flexible Vacation Plan • Sick Time Accrual Plan • Standard holidays along with year-end office closure • A flexible work environment for all employees Compensation Ranges Annually (varies by city): • Bay Area: $65,000 - $70,000 • Portland: $52,000-62,000 • Seattle: $52,000-62,000 *Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications. California Privacy Rights Act (CPRA)